TurboCASH4 - (838) - 2021

The following five (5) reports are available to analyse credit notes:

1.Credit notes per period - Debtor group 1 - List the credit notes by debtor (customer / client) reporting group 1 linked to debtor (customer / client) accounts on the Edit → Debtors menu.  

2.Credit notes per period - Debtor group 2 - List the credit notes by debtor (customer / client) reporting group 2 linked to debtor (customer / client) accounts on the Edit → Debtors menu.  

3.Credit notes per period - Document group 1 - List the credit notes by document reporting group 1.  

4.Credit notes per period - Document group 2 - List the credit notes by document reporting group 2.  

5.Credit notes per period - Salesperson - List the credit notes by salesperson (person who processed the credit note). 

To print Credit notes by Reporting groups reports: 

1.Select the Reports → Sales analysis → Credit notes per period menu. 

2.Select the following:

a)Report - Select the Credit notes per period - Debtor group 1 (default), Credit notes per period - Debtor group 2, Credit notes per period - Document group 1, Credit notes per period - Document group 2 or Credit notes per period - Salesperson report. 

b)Period - Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates. 

c)Sequence - Select "Debtor code" to print the report by account code or "Description" to print the report by account description (name).

d)New page per account - If this option is selected (ticked), it will print the transactions for each account on a new page.

3.Click on the OK button. 

An example of the "Credit notes per period - Debtor group 1" report, is as follows:

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