Change account in the Sales Report effortlessly

Aug 6th, 2022
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At the first blush, it may seem that online editors are roughly the same, but you’ll discover that it’s not that way at all. Having a robust document management solution like DocHub, you can do far more than with regular tools. What makes our editor so special is its ability not only to rapidly Change account in Sales Report but also to design documentation completely from scratch, just the way you want it!

Despite its comprehensive editing features, DocHub has a very easy-to-use interface that offers all the features you want at hand. Thus, adjusting a Sales Report or an entirely new document will take only a couple of moments.

Adhere to our guide on how to create forms and Change account in Sales Report in just a few clicks:

  1. Add a file that needs to be adjusted. Our editor offers several options to upload files - import your Sales Report from your device, cloud storage, an email attachment, or a template library. There’s also a URL-upload option available.
  2. Generate your own fillable form. As an alternative, click on the Create Blank Document key in your Dashboard and design your form on your own as you want.
  3. Make necessary updates. Utilize the upper tool pane to add, highlight, or whiteout text, insert pictures and graphics, draw, or add various icons as needed. Allow other participants know about your content changes with Notes and Comment buttons.
  4. Create fields for fill-out. Take advantage of the Manage Fields key on the left and drag and drop fields for text, checkmarks, dropdowns, dates, initials, and signatures where you need them to appear.
  5. Approve your Sales Report. After you complete editing, click Sign to generate your legally-binding eSignature - request signatures from other people after adding Signature fields and assigning them to relative parties.
  6. Save and share your documentation. Download or export your file after completing it with additional password protection. Share your Sales Report through email, fax, signing request link, or a shareable link.

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How to Change account in the Sales Report

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in this demonstration were going to show you how to run reports in sage 50 accounts and also some of the options that you have available each of the Ledgers in the software has its own reports option so in this example well choose customers and were not going to select any of the records at this point meaning that when we run the reports it will run the report for all of the records that weve got listed initially when you access the reports folder you should find that the favorites folder is selected in this case weve got nothing flagged as a favorite report so the right hand side is blank we also see theres a list of subfolders and the reports are grouped ingly in this case well select aged debtors as you can see there are different variations of the reports all providing different levels of detail if we choose the credit control folder youll see it provides us with a series of credit control based reports dear books reports enable you to print out a list of specific transact

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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How to change the account on a sales receipt Go to the Edit menu. Select Preferences. Go to Payments from the left panel. Choose Company Preferences. Uncheck the Use Undeposited Funds as the default deposit to the account box. Click OK.
Heres how. From the Home screen, select Sales History. Select the Sales Receipt you want to edit. Select I Want to, then select Change/Edit Customer. Select the Enter customer name or phone dropdown, then select the customer to apply the receipt to. Select OK.
How do i change the order of the accounts on the financial From the Chart of Accounts window, go to the View tab. Click on Re-sort List. Hit OK.
Edit a transaction Find and select the transaction in the account register to expand the view. Make changes to the available fields. If you want to change something in the grayed-out sections, select Edit. When youre ready, select Save or Save and close.
Go to Settings ⚙ and select Products and services. Under the Action column of the appropriate item, select Edit. From the Income account ▼ dropdown, choose a different account. Select Save and close.
Heres how. From the Home screen, select Sales History. Select the Sales Receipt you want to edit. Select I Want to, then select Change/Edit Customer. Select the Enter customer name or phone dropdown, then select the customer to apply the receipt to. Select OK.
Edit an account: Go to Bookkeeping and select Chart of accounts (Take me there). Locate the account youd like to edit. Select the dropdown arrow next to Account history or Run report (depending on the account). Select Edit. Make all desired changes and select Save and Close.
Go to Settings ⚙ and select Products and services. Under the Action column of the appropriate item, select Edit. From the Income account ▼ dropdown, choose a different account. Select Save and close.

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