It provides the module of Reports and sales estimate details are included in it.
The sales estimate is the process of forecasting or estimating future sales. It is the process of estimating what the business’s sales are going to be in the future. Estimate report lists all specific standards or planned sales estimates in the Organization.
Accoxi is most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and sales estimate details are included in it. Estimate report lists all specific standard or planned sales estimates in the Organization. This report shows a detailed list of estimate along with Party name, Estimate number, Estimate date, Expiry date, Status, and Amount.
When the user opens the ACCOXI account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.
There are various heads of reports like Payables, Receivables, Accounts, Purchase, sales etc.
Click on the Sales head and select the option Estimate.
By clicking on the Estimate option, details will pop up on the screen.
This report shows a detailed list of estimate along with Party name, Estimate number, Estimate date, Expiry date, Status, and Amount.
Fields |
Description |
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Customize Report |
User can filter the Estimate report by using the option Customize Report. By clicking on the customize report, user can filter the report by Customer and by date between. User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the estimate will appear on the basis of the date entered. If the user using Customer option, need to select a customer. By clicking on the select option, list of available customers will appear and can select the required one. By clicking on Run Report, user get the customize report on the basis of data entered. |
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If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the estimate report. |
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Party Name |
This column shows the Party name of the particular invoice. |
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Estimate Number |
It shows the estimate number of the sales estimate. Estimate number helps the user to identify transactions in records and it will be the continuation of the previous estimate. User can access the Estimate details by clicking on the estimate number field. To check the estimate details of an invoice, click on the Estimate number field. While clicking on the field, it opens to the invoice view. |
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Estimate Date |
Estimate date will be show on this field. It is the date when the sales estimate created. |
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Status |
This column shows the current status of the estimate. |
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Amount |
This column shows the sum total amount of the sales estimate. |
When the user clicks on the print menu, it opens to Report page. It shows the estimate report and it consist of various menus.
Fields |
Description |
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Refresh |
If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
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Pagination Control |
It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen. |
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Page Setup |
This menu helps the user to set the page size, page orientation and margin size. By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab. |
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Switch to Interactive Layout |
It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout. |
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Zoom |
User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size. |
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By clicking on the Print button, user gets the print out of the report.
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Export |
Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format. |
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Exit |
Exit menu is for exit from the Print report page and it redirects to previous page.
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Yes. You can filter the Estimate Report by using the option Customize Report and can filter the data with a single customer. It can be done by following steps;
Yes.You can access the Estimate details by clicking on the estimate number field. To check the estimate details of an invoice, click on the Estimate number field. While clicking on the field, it opens to the Estimate view.