Financial Reports (Invoices & Checks)

Financial Reports (Invoices & Checks)

Summary: Invoice Recap, Check Register, Delivery Log.

Quick answer

Use financial reports for reconciliation.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate permissions

Steps

  1. Select Invoice Recap
    media/reports-financial-01.png

    [Insert screenshot]

  2. Run Check Register
    media/reports-financial-02.png

    [Insert screenshot]

  3. Review Delivery Log
    media/reports-financial-03.png

    [Insert screenshot]

Confirm it worked

Totals align.

Troubleshooting

Verify date ranges.

  • X
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