Historically, in order to monitor sales by client in Elorus you should run the invoices report, group results by client and watch for the calculated sub-totals. Although this process works as expected, it can get tedious and hard to follow at times, especially when the results span across multiple pages.
Starting today, there’s a better way to achieve this: The all-new sales by client & purchases by supplier reports. The sales by client report summarizes sales transactions (invoices & credit notes) and calculates total amounts per client. Purchases by supplier is a similar report that accounts for bills and supplier credits. Both reports come with a set of filtering options and will most certainly help you get the job done quickly!
The invoices detail report & credit note detail report have also been merged to a single sales detail report. Each row represents either an invoice or credit note, with credit notes having a negative effect on the results. The same goes for the old purchase invoices & purchase credit notes detail reports, which have been merged to a single report. Once again, we expect this change to speed up your workflow, since you can access accumulated results easier than ever.