🧾 New: Smarter Delivered Sales Reports with Date-Based Filtering!
Where? 👉 Report > Accounting > Sales Tax Report (Delivered Sales tab)
What’s new?
Within the Sales Tax Report, you now have more control over your Delivered Sales (Accrual) report with a brand-new filter:
🗓️ “Exclude written sales before” — a simple date picker that lets you exclude older sales based on their written date.
🔍 What it does:
- Adds a date filter that excludes any line items written before the selected date
- Gives you cleaner, more focused data by avoiding overlap with the Written Sales report
- Want everything? Just leave it blank, and nothing is excluded
- The report updates instantly with your filter choice
🛠️ Why it matters:
Before this update, your Delivered Sales report could include old written sales — leading to duplicate or confusing data when comparing to the Written Sales report.
Now, you can keep things tidy and transparent!
🎯 Who it's for:
- Sales managers who want to view data while excluding specific dates for more focused analysis
- Anyone exporting reports to CSV, Excel, or PDF who needs precise data slices
🚨 Heads up!
This filter only affects the Delivered Sales report — your Written Sales view remains unchanged. For accurate comparisons, use the new filter accordingly!
Happy reporting — and here’s to cleaner, smarter sales data! 📊