To view revenue information, select Revenue Browser under the Sales section on the left menu. On this screen you can view the Invoice ID, Invoice Code, Item, Cost Center Name, Cost Center Number, GL Account Name, GL Account Name, Amount, Date Recognized, Type, and Status.
- To narrow search selections, choose Invoice ID, Invoice Code, Invoice Status, Cost Center Name, Cost Center Number, GL Account Name, GL Account Number, User ID, Username, Last Name, First Name, or Email Address.
- Once a category is selected, type in the corresponding information in the text field. Check the Partial Match box if you are unsure of the exact name of the item.
- You can filter more by selecting either Date Recognized or Date Ending and entering a date range in the appropriate date fields. You can either enter a date in the fields (dd/mm/yy) or select the calendar icon beside the date fields to select the appropriate date using the calendar feature.
- Select the Apply Filters button to view the search results.
Revenue Browser table
The Revenue Browser table shows the Invoice ID, Invoice Code, Item name, Cost Center Name, GL Account Name, Amount, Date Recognized, Type, and Status. The revenue total appears at the bottom of the table.