Revenue Generated for QuickBooks Report

File Name: Revenue GeneratedQB.rdl

 

If your company integrates with QuickBooks for your accounting system, then you can view the Revenue Generated Report specific to QuickBooks by establishing this report.

 

Parameters

 

Parameter

Description

Branch ID

Select *(all) to include all branches or select branches from the drop-down list.

Select *(company wide) to turn off grouping by Branch.

Date Type

Select the Date Type per detail level desired. The result listing will be grouped per date type selected.

Date From

Choose the starting date.

Date To

Choose the ending date.

Drill Down All

Select True to expand all display groupings when the report is generated or choose False to collapse all display groupings.

 

Report Details

 

Detail Information

 

The following table describes the fields that display on this report.

 

Field

Description

Header

Displays the report name i.e. “Revenue Generated.”

Branch

Displays the Branch Name along with Branch ID.

Revenue Clerk

Displays the Revenue Clerk as set in order’s Billing Information.

Move Type

Displays the Move Type as set in order’s Move Type Setup.

Shipper

Displays the Shipper Name along with the Order Number.

Booked

Displays the Booked Date set in Move Information tab of order.

Loaded

Displays the Load Date set in Move Information tab of order.

Delivered

Displays the Delivery Date set in Move Information tab of order.

Document #

Displays the Document Number generated through MoversSuite, storing the accounting transaction data that was posted in Microsoft Dynamics GP.

Description

Displays the charge type description.

Doc Date

Displays the Document Date.

Journal Date

Displays the Journal Date.

Generated Date

Displays the Generated Date.

Amount

Displays the total revenue amount.

 

Refer to the QuickBooks Integration topic for more information.