Q: How can I view all transactions within a specific date range for a vendor?
A: Use the Transactions report, specifying
fromDateandtoDateto filter transactions accurately.
Q: Can I retrieve transactions that involved refunds?
A: Yes, the Transactions report includes refunded amounts
Q: How do I generate a report of all bills issued during a specific date range?
A: Use the Bills report, specifying
fromDateandtoDateto cover your desired billing period
Q: Can I filter bills by additional attributes like bill status or payment method?
A:Yes, you can. By downloading a Bill report, you will have access to the current status and payment method for each bill. You can then filter for specific values using Excel or another spreadsheet application
Q: How can I forecast sales for a specific month?
A: Use the Expected Sales report, and specify the
fromDateandtoDatecovering the month of interest. This report provides breakdowns by payment provider and monthly figures
Q: Is there a way to see a breakdown of contracts by payment method?
A: The Payment Method report shows contracts confirmed within your date range, categorized by payment method
Q: How can I view transactions sorted by product and product option?
A: The Transactions by Product report organizes transactions within a specified date range by product and includes base prices adjusted for discounts and market conditions.