Viewing Account Summary

The Account Summary displays the breakup details of amount received against sales orders.

The Account Summary functionality is displayed for both open (definite, tentative) and closed (finalized, cancelled, invoiced, depleted) orders.

The Account Summary includes the following:

  • Detailed breakup of accounts to which the collected amount is segregated as per account mapping.

  • Figures from catering item group(s) selected for invoicing in Financial Settings. Item group(s) not opted for invoicing are not part of Account Summary.

The Account Summary summarizes details based on the followings:

  • Catering Item Groups

  • Product Types

  • Accounts

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Click Sales ➜ Sales Orders.

Click on the preferred order from the Sales Orders List section to open the order and view the order details.

Click More ➜ Accounts Summary to display the Accounts Summary popup window with the following tabs:

  • Entered On

  • Entered By

  • Changes On Date

Click on each tab to view the summary associated with the same.