People's Choice for Windows Reports for v2.5b

People's Choice for Windows v 2.5b List of Reports

~ Accounting ~ Banking ~ Inventory ~ Purchases ~ Sales ~ Other ~

Balance Sheet Prints a Balance Sheet for the selected timeframe, displaying each account sorted and grouped using the Sequence and Group specified in the Chart of Accounts.

Budget Listing Displays the total monthly budget for each account for the date range requested. Report is grouped and totalled by account type and includes a net budget line at the end. Can be run for a range of account numbers and/or a range of sub account numbers. Zero budget accounts can be excluded.

Budget Vs Actual Displays a comparison of total monthly budget to total monthly actual for each account for the date range requested. Report is grouped and totaled by account type and includes a net budget line at the end. A choice of 2 formats is available: 1) Budget, Actual, Percentage of Budget and Variance Amount, or 2) Budget, Actual, Percentage Remaining and Amount Remaining. Can be run for a range of account numbers and/or a range of sub account numbers. Inactive accounts can be excluded.

Chart of Accounts Report Displays a list of accounts from Chart of Accounts sorted by account and sub account. The report also includes the account type, group, and sequence number, account and sub account descriptions, beginning balance, and current balance.

General Ledger Report Prints a complete general ledger for the selected timeframe, displaying each account in account number order. Can be run in detail or summary mode. Detail mode shows complete transactional detail. Summary mode shows only beginning balance, total activity & ending balance. Can be run for all accounts, or only for selected accounts.

Income Statement Prints a full featured income statement with many powerful selection and formatting options. Can produce single or dual column statement in 3 different formats. Second column can be YTD or comparative. Any date range can be selected for each column. Allows rollup (consolidation) of sub accounts.

Transaction Journal Report Displays the General Journal for the timeframe specified by Transaction Date. The Journal indicates for each financial transaction, Account Number, Account Name, Amount Debited, Amount Credited, effect the transaction had on the inventory account (increase or decrease), and the total for the financial transaction (always equal).

Trial Balance Prints a Trial Balance of all Debit and Credit balances for each of the accounts in the Chart of Accounts. Uses the Beginning Balances and all General Ledger transactions.

Unposted Bank Account Transactions A Listing of bank account transactions that have not yet been posted. The report is sorted by Transaction Date and also includes the Check Number, Transaction Type, Payee, and Amount.

Unposted Bills A listing of bills that have not yet been posted. The report is sorted by Invoice Date and Invoice Number and also includes the Vendor Type, Vendor name, Purchase Order Number, and Amount.

Unposted Invoices A listing of invoices that have not yet been posted. The report is sorted by Invoice Date and Invoice Number and also includes the Customer, Account Description, and Amount.

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Banking Reports

Bank Account Activity Displays all transactions and running bank balance for each bank account within the requested date range. Can be run in detail or summary mode and can be run for all or just one bank account.

Bank Account Adjustments Prints bank account adjustments grouped and subtotaled by bank account. Can be run for all bank accounts or for a specific bank account and for all transaction types or for a specific transaction type.

Bank To GL Reconciliation This report can be used as a tool in reconciling your bank account balance to the balance in your GL cash account. The report begins with the bank account balance, then attempts to calculate what the GL cash account balance should be based upon various types of entries which have been made.

Cash Receipts Lists all cash receipts, grouped by bank account, for the selected period of time. Displays date, customer, invoice number, check number, amount, routing code, G/L account & memo. Please note that the date shown in this report is the date of the cash receipt, which may differ from the date of the deposit which contains that cash receipt.

Cash Receipts by Customer Lists all cash receipts, grouped by bank account and customer, for the selected period of time. Within each customer, displays date, invoice number, check number, amount, routing code, G/L account & memo. Subtotals are given for each customer. Please note that the date shown in this report is the date of the cash receipt, which may differ from the date of the deposit which contains that cash receipt.

Checks Lists all checks, grouped by bank account, for the selected period of time. Displays check number, check date, payee, memo & amount.

Checks by Month Lists all checks, grouped by bank account and month, for the selected period of time. Displays check number, check date, payee, memo & amount. Subtotals are given for each month and each bank account.

Checks by Payee Lists all checks, grouped by bank account and payee, for the selected period of time. Displays check number, check date, memo & amount. Subtotals are given for each payee and each bank account.

Deposits Shows deposits grouped and subtotaled by bank account. Can be run for all bank accounts or just one bank account. Can optionally list deposit slip details for each deposit.

Disbursement Checks with G/L Distribution Lists disbursement checks and their general ledger account distributions, grouped by bank account, for the selected period of time. Displays check number, check date, payee, memo, check amount, posting status, G/L account & amount. This report includes checks entered thru the "Banking" option only. It does not include Bill Payment or Payroll checks.

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Inventory Reports

Assembly Items Inventory by Category Displays a list of Assembly inventory items grouped by Category and sorted by Item Number. The report details the assembled Item Number, Description, Quantity in Stock, Average Cost, and Retail Price as well as the Assembly Quantity and Item Number, Description, Quantity in Stock, Average Cost, Amount (Assembly Cost * Quantity), and Retail Price for each of the items used to build the inventory item.

Assembly Items Inventory by Item Number Displays a list of Assembly inventory items sorted by Item Number. The report details the assembled Item Number, Description, Quantity in Stock, Average Cost, and Retail Price as well as the Assembly Quantity and Item Number, Description, Quantity in Stock, Average Cost, Amount (Assembly Cost * Quantity), and Retail Price for each of the items used to build the inventory item.

Financial - Gross Margin - Best to Worst Calculates the Gross Margin for each item based on the item's Average Cost and Retail Price, sorted by the highest to the lowest Gross Margin. Each items' Number, Description and Quantity in Stock is displayed.

Financial - Insurance Valuation Summary Calculates the total value of your current inventory for both the Insurance Valuation, based on Quantity in Stock and Average Cost, and the Replacement Cost, based on Quantity in Stock and Supplier Cost.

Financial - Inventory Receipts by Category and Item Number Displays a listing of receipts for each inventory item grouped by Category and Item Number sorted by Item Number. The report details Description, Date Received, Color/Style, Quantity Received and Cost per item as well as current Quantity in Stock, Average Cost and Last Inventory Date.

Inventory Listing by Category Displays a list of inventory items grouped by Category and sorted by Item Number. The report displays the item Description, Last Inventory Date, Quantity in Stock, Quantity on Order, Retail Price and Average Cost.

Inventory Listing by Category, Subcategory Displays a list of inventory items grouped by Category and Sub Category then sorted by Item Number. The report displays the item Description, Last Inventory Date, Quantity in Stock, Quantity on Order, Retail Price and Average Cost.

Inventory Listing by Class Displays a list of inventory items grouped by the item Class and sorted by Item Number. The report displays the item Description, Last Inventory Date, Quantity in Stock, Quantity on Order, Retail Price and Average Cost.

Inventory Listing by Class, Categories and Item Number Displays a list of inventory items grouped by the item Class, Category, and Sub Item Number Category and then sorted by Item Number. The report displays the item Description, Last Inventory Date, Quantity in Stock, Quantity on Order, Retail Price and Average Cost.

Inventory Listing by Class, Category and Item Displays a list of inventory items grouped by the item Class and Category then Number sorted by Item Number. The report displays the item Description, Last Inventory Date, Quantity in Stock, Quantity on Order, Retail Price and Average Cost.

Inventory Listing by Color and Style Displays a list of Color/Style items grouped by the item Category and sorted by Item Number. Listing only those inventory items containing different Colors and Styles, the report displays the item Description, Color, Style, Quantity Received, Quantity in Stock, Average Cost, and Date Received.

Inventory Listing by Description Displays a list of inventory items sorted by Description and detailing each items' Item Number, Last Inventory Date, Quantity in Stock, Quantity on Order, Retail Price and the Average Cost.

Inventory Listing by Manufacturer Displays a list of inventory items grouped by Manufacturer and sorted by Item Number. The report includes the item Description, Model, Supplier and Supplier Number.

Inventory Listing by Sub Category Displays a list of inventory items grouped by Sub Category and sorted by Item Number. The report details the item Description, Last Inventory Date, Quantity in Stock, Quantity on Order, Retail Price, and Average Cost.

Inventory Listing by Sub Category and Category Displays a list of all inventory items grouped by Sub Category then Category and sorted by Item Number. The report details the item Description, Last Inventory Date, Quantity in Stock, Quantity on Order, Retail Price, and Average Cost.

Inventory Listing by Supplier Displays a list of all inventory items grouped by Supplier and sorted by Item Number including the Supplier Item Number, item Description, Supplier Cost, Average Cost and Retail Price.

Inventory Listing Supplier Cross Reference Displays a Supplier listing grouped by Category and sorted by Item Number. The report details the Item Number, Supplier Item Number, Description, Quantity in Stock, Average Cost and Supplier for each inventory item.

Serialized Items Inventory by Category Displays a list of all Serialized inventory items grouped by Category and sorted by Item Number. Also detailed are each Serial Number in stock, Date Received and any item comments.

Serialized Items Inventory by Item Number Displays a rolling list of all Serialized inventory items in stock sorted by Item Number and Serial Number.

Serialized Items Receipts with Serial Numbers Displays a list of all Serialized inventory items sorted by Item Number and the Date Received. This report details the Quantity in Stock for each item as well as each Serial Number in stock, the Date Received and Comment. The total Quantity in Stock is also calculated for each Item.

Stock Management - Inventory Items Overdue Displays a list of inventory items that are on order and whose expected delivery date has passed based on the current date. The report contains the item Description, current Quantity in Stock, Quantity on Order, Quantity on Back Order, Amount Ordered and the Expected Delivery Date.

Stock Management - Inventory Low Stock Displays items where the Quantity in Stock + Quantity on Order is less than the Reorder Point. The report is grouped and sorted by Category and Item Number and also includes the item Description, Quantity in Stock, Quantity on Order, Reorder Point, Reorder Quantity, and the Amount to Order. Use this report as a form to fill in the additional Amount to Order for each Item that is under stocked.

Stock Management - Inventory on Backorder Displays a list of all inventory items that are currently on Back Order. This report is sorted by Item Number and details the item Description, current Quantity in Stock, Quantity on Order, Quantity on Back Order, Amount Ordered, and the Expected Delivery Date.

Stock Management - Inventory on Backorder by Category Displays a list of all inventory items that are currently on Back Order. Grouped Category by Category and sorted by Item Number, the report details the item Description, current Quantity in Stock, Quantity on Order, Quantity on Back Order, Amount Ordered, and the Expected Delivery Date.

Stock Management - Inventory Out of Stock Displays a listing of all items out of stock grouped by Category and sorted by Item Number. The report also details the item Description, Quantity in Stock, Quantity on Order, Last Order Date, Amount Ordered and Expected Delivery date.

Stock Management - Inventory Reconciliation Displays a listing of all inventory items sorted by Item Number. Creates a form to reconcile the listed Quantity in Stock with the actual Quantity in Stock. Also included is the item Description and the Last Inventory Date.

Stock Management - Inventory Reconciliation by Category/Description Displays a listing of all inventory items grouped by Category and sorted by Category/Description Description. The report creates a form to reconcile the listed Quantity in Stock with the actual Quantity in Stock. Also provided is the Item Number and the Last Inventory Date.

Stock Management - Inventory Reconciliation by Color/Style Displays a listing of all inventory items sorted by Item Number, Color and Style. Style With each items' Style and Color listed separately, the report creates a form to reconcile the listed Quantity in Stock with the actual Quantity in Stock. Also included on the report is the item Description and the Last Inventory Date.

Warehouse Management - Inventory by Category and Warehouse Displays a list of all Warehouse items grouped by Category then by Warehouse. The Warehouse report details the Item Number, Description, Quantity Received, Quantity in Stock, Color, Style, Average Cost and Retail Price for each inventory item. Inventory items with the same Style/Color in the same location are combined.

Warehouse Management - Inventory by Warehouse Displays a list of all Warehouse items grouped by Warehouse and sorted by Item Number. The report details the Description, Quantity Received, Quantity in Stock, Color, Style, Average Cost and Retail Price for each inventory item. Inventory items with the same Style/Color in the same location are combined.

Warehouse Management - Inventory by Warehouse and Category Displays a list of all Warehouse items grouped by Warehouse then by Category and Category sorted by Item Number. The report details the Description, Quantity Received, Quantity in Stock, Color, Style, Average Cost and Retail Price for each inventory item. Inventory items with the same Style/Color in the same location are combined.

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Purchases Reports

Bill Payment Totals - Total Period Displays a summary listing of bill payments made to each supplier for the period specified.

Bill Payment Totals by Month Displays a summary listing of bill payments sorted by month then by supplier for the dates selected.

Bill Payment Totals by Supplier Displays a summary listing of total bill payments made to each supplier per month for the dates selected.

Bill Payments - Daily Displays a detail listing of bill payments grouped and totaled by payment date including the Supplier, Invoice Number, Purchase Order Number, How Paid, Amount Paid and any comments that exist for the invoice.

Bill Payments - Monthly Displays a detail listing of bill payments grouped and totaled by month including the Date Paid, Supplier, Invoice Number, Purchase Order Number, How Paid and Amount Paid.

Bill Payments by Bill Displays all bill payments within the requested date range, grouped and subtotaled by bill. For each bill, the report lists: supplier name and number, invoice date, due date, invoice number, invoice amount, discount available and discount cutoff date. Under each bill, it lists all payments made towards that bill, including: date paid, method of payment and amount paid.

Bill Payments by Check Report Displays all check based bill payments within the requested date range, grouped and subtotaled by check. For each check, the report lists: check number, date, payee, amount and memo. Under each check, it lists all bill payments made by that check, including: invoice number paid, method of payment and amount paid.

Bills Details by Month/Vendor Displays a summary listing by month and vendor for all bills between the dates selected. Information displayed in this report includes the date of purchase, invoice number, purchase order number, reason for expense, amount, and whether or not the bill was paid.

Bills Details by Vendor Displays a summary listing of all bills by vendor for the dates selected. Information displayed in this report includes the date of purchase, invoice number, purchase order number, reason for expense, amount, and whether or not the bill was paid.

Bills Details by Vendor Type, Month and Vendor Displays a summary listing of all bills between the dates selected. The report is sorted by the type of vendor, the month of purchase, and the vendor name. Other information displayed on the report includes the date purchased, invoice number, purchase order number, reason for expense, amount, and whether or not the bill was paid.

Bills Details by Vendor Type/Vendor Displays a summary listing of all bills for the dates selected. The report is sorted by the type of vendor and the vendor name. Other information displayed on the report includes the date purchased, invoice number, purchase order number, reason for expense, amount, and whether or not the bill was paid.

Bills from Purchase Orders Displays a listing of purchase orders created between the dates selected. The report is sorted by purchase order date and includes purchase order number, supplier name, invoice due date, invoice amount, and whether or not the invoice has been paid.

Bills from Purchase Orders by Supplier Displays a listing of purchase orders by supplier name that were created between the dates selected. Other information displayed on the report includes the purchase order date, purchase order number, invoice due date, invoice amount, and whether or not the invoice for the invoice has been paid.

Bills Summary by Month/Vendor Displays a monthly summary listing of bills by vendor between the dates selected.

Bills Summary by Vendor Displays a summary listing for the total amount of all bills by vendor between the dates selected.

Bills Summary by Vendor Type, Month and Vendor Displays a monthly summary listing by vendor type and vendor for bills between the dates selected.

Bills Summary by Vendor Type/Vendor Displays a summary listing by vendor type for bills by vendor between the dates selected.

Bills Unpaid Details by Vendor Displays a summary listing of unpaid bills by vendor. Other information displayed on this report includes due date, date purchased, invoice number, purchase order number, reason for expense and amount.

Bills Unpaid Details by Vendor Type/Vendor Displays a summary listing of unpaid bills by type of vendor and vendor name. Other information displayed on the report includes due date, date purchased, invoice number, purchase order number, reason for expense, and amount.

Credit Card Activity Displays all transactions and running balance for each credit card within the requested date range. Can be run in detail or summary mode and can be run for all or just one credit card.

Monthly Purchase Order Totals by Product Displays a summary listing of the quantity purchased and amount sorted by month and then by product for the dates selected.

Monthly Purchase Order Totals by Supplier Displays a summary listing of the total extension sorted by month and then by supplier for the dates selected.

Purchase Order Detail Totals - Daily Displays a summary listing of the daily purchase order totals for the dates specified.

Purchase Order Detail Totals - Monthly Displays a summary listing of the monthly purchase order totals for the dates selected.

Purchase Order Items Not Received - By Item Displays a list of purchase order items that are on order and the quantity received is less than the quantity ordered. The report includes the Item Number, Description, and Quantity in Stock, and then detailed information on outstanding Purchase Orders for each item. This information includes the PO Date, PO Number, Supplier, Quantity on Order, Delivered to Date quantity, Quantity Remaining, and Date Expected. The report excludes purchase orders or items marked as received or purchase orders where the quantity received is not less than the quantity ordered.

Purchase Order Items Not Received - By Supplier Displays a list of purchase order items that are on order and the quantity Supplier received is less than the quantity ordered. The report is grouped by Supplier and Item Number and includes the Description and Quantity in Stock. Other detailed information provided is the PO Date, PO Number, Quantity on Order, Quantity Received, Delivery to Date, and Date Expected. The report excludes purchase orders or items marked as received or purchase orders where the quantity received is not less than the quantity ordered.

Purchase Order Items Overdue - By Item Displays a list of purchase order items that are on order and whose expected delivery date has passed based on the current date. Information displayed on this report includes the Item Number, Description, Supplier, Quantity in Stock, Quantity on Order, Delivered to Date, Quantity Remaining, and Date Expected. Only line items with expected delivery dates are displayed and purchase orders or items marked as received or purchase orders where the quantity received is not less than the quantity ordered are excluded.

Purchase Order Items Overdue - By Supplier Displays a list of purchase order items that are on order and whose expected delivery date has passed based on the current date. Information displayed on this report includes the Supplier, Item Number, Description, Quantity in Stock, Quantity on Order, Delivered to Date, Quantity Remaining, and Date Expected. Only line items with expected delivery dates are displayed and purchase orders or items marked as received or purchase orders where the quantity received is not less than the quantity ordered are excluded.

Purchase Order Product Analysis by Month Displays a summary listing of the monthly purchase order totals for each product for the dates selected. The report is grouped by item Description and includes Quantity Purchased, Total Extension, and Average Cost.

Purchase Order Register Displays a listing of purchase orders between the specified dates. Can be displayed in detail or summary. Detail includes purchase order line items, summary does not. Can be sorted in order of PO date, PO number, supplier, ordered by or PO amount. Can be run for all, one or some, purchase order numbers, suppliers and/or items.

Purchase Order Supplier Analysis by Month Displays a summary listing of the monthly extensions for each supplier for the dates selected.

Purchase Order Totals - Daily Displays a summary listing of the daily purchase order totals for the dates specified. Included are the Extension Totals, Freight, Taxes, Other, and Purchase Order Totals.

Purchase Order Totals - Monthly Displays a summary listing of the monthly purchase order totals for the dates specified. Included are the Extension Totals, Freight, Taxes, Other, and Purchase Order Totals.

Supplier Envelope Prints envelopes for each supplier containing the Supplier's mailing address and your company's return address. You should create a query containing the suppliers you want to print.

Supplier Listing by Supplier Name List of all supplier information sorted by Supplier Name. The report includes the complete mailing address and Supplier Number.

Supplier Listing by Supplier Number List of all supplier information sorted by Supplier Number. The report includes Supplier Name and complete mailing address.

Supplier Mailing Labels Prints a mailing label for each active supplier.

Suppliers Financial Listing Displays a listing of all Suppliers sorted by Supplier Name. The report details the Supplier Number, Vendor Type, Payment Terms, and your Credit Limit.

Total Period Purchases by Product Displays a summary listing of the quantity and Total Extensions of products purchased between the dates specified.

Total Period Purchases by Supplier Displays a summary listing of the total amount purchased from each supplier between the dates specified.

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Sales Reports

Customer Backorder Report Prints a report of all sales orders containing backordered items. Lists the customer information, sales order date, sales order number, and each of the unshipped items, price, and expected delivery dates.

Customer Envelope Prints envelopes for each customer. You should create a query containing the customers you want to print.

Customer Listing by Company Name List of all customer information sorted by company name or last name if no company name is provided.

Customer Listing by Customer Number List of all customers sorted by customer number.

Customer Mailing Labels Prints a mailing label for each selected customer.

Customer Sales by Highest Total Displays a list of highest to lowest total sales including the Customer Name and Number for the dates specified.

Customer Sales History Displays the total invoice amounts by Invoice Date and Invoice Number for each customer between the dates specified.

Customer Statement Monthly Statement, sorted by customer number, for sending to customers. The report includes the Invoice Date and Number, Total Invoice amount, Total Paid, and Receivable Amount as well as an Aging of outstanding balances.

Invoice 2 Year Category Analysis by Month Displays a summary listing of the invoice total extensions by month for each product category for the dates and the two years specified. The Percent Change from year one to year two is also calculated. Non-inventory items appear under a blank category at the top of the report.

Invoice Customer Analysis by Month Displays the total of all invoices sold to each customer by month for the requested date range. If there is no company name, the customer first and last name are used instead.

Invoice Detail Totals - Daily Displays invoice totals by day for the dates selected. Includes Number of Invoices, Extension Totals, Freight, Taxes, Other, and Invoice Total.

Invoice Detail Totals - Monthly Displays invoice totals by month for the dates selected. Includes Number of Invoices, Extension Totals, Freight, Taxes, Other, and Invoice Total.

Invoice Item Analysis by Month Displays the total quantity shipped, extended amount and average price by month for each product sold within the dates selected. Excludes sales tax, freight and other charges.

Invoice Item Category Analysis by Month Displays the total invoice item extensions by month for each product category for the dates selected. Excludes sales tax, freight and other charges.

Invoice Item Manufacturer Analysis by Month Displays the total invoice item extensions by month for each manufacturer for the dates selected. Excludes sales tax, freight and other charges.

Invoice Item Sub Category Analysis by Month Displays the total invoice item extensions by month for each product sub category for the dates selected. Excludes sales tax, freight and other charges.

Invoice Item Supplier Analysis by Month Displays the total invoice item extensions by month for each supplier for the dates selected. Excludes sales tax, freight and other charges.

Invoice Payment Terms Analysis by Month Displays the total of all invoices by month for each different payment terms for the requested date range.

Invoice Payments by Invoice Displays payments received for each invoice within the requested date range. The report includes the Invoice Date and Number, Date Paid, How Paid (General Ledger account), Amount Paid, Check/Card Number, Expiration Date and Authorization.

Invoice Register Displays a listing of invoices between the specified dates. Can be displayed in detail or summary. Detail includes invoice line items, summary does not. Can be sorted in order of invoice date, invoice number, customer, sales order number, salesperson or amount. Can be run for all, one or some, invoice numbers, customers and/or items. Can be run for all or one sales account.

Invoice Salesperson Analysis by Month Displays the total invoice amount sold by month for each salesperson for the requested date range.

** NOTE** Since this report includes sales tax, freight and other charges in the totals, do not use this report for calculation of commissions if you do not want to pay commissions on those amounts. Use the "Salesperson Gross Commissions" or "Salesperson Margin Commissions" reports instead.

Invoice Source Analysis by Month Displays the total of all invoices by month for each source of order for the requested date range.

Invoice Totals - 2 Year Monthly Comparison Displays a summary listing of all invoice totals by month for the 2 years specified. Calculates the percentage change from year 1 to year 2.

Invoice Totals - 2 Year Salesman Monthly Displays a summary listing of the total amounts sorted by Salesman then by month Comparison for the dates and 2 years specified. Calculates the percentage change from year 1 to year 2.

Invoice Totals - Daily Displays a summary listing of the daily invoice totals and cumulative totals of all invoices for the requested date range.

Invoice Totals - Daily Graph Prints a graph of a date range of daily invoice totals.

Invoice Totals - Monthly Displays the total invoice amount by month for the requested date range.

Monthly Invoice Item Profitability By Category Displays the gross margin profitability measured by Quantity x (Price-Discount) - Quantity x Cost by product category for each month within the requested date range. Excludes sales tax, freight and other charges.

Monthly Invoice Item Profitability Summary Displays the gross margin profitability measured by Quantity x (Price-Discount) - Quantity x Cost for each month within the requested date range. Excludes sales tax, freight and other charges.

Monthly Invoice Item Totals Displays the total invoice item quantity shipped and extension by item for each month within the requested date range. Excludes sales tax, freight and other charges.

Monthly Invoice Item Totals by Category Displays the total invoice item extensions by product category for each month within the requested date range. Excludes sales tax, freight and other charges.

Monthly Invoice Item Totals by Manufacturer Displays the total invoice item extensions by manufacturer for each month within the requested date range. Excludes sales tax, freight and other charges.

Monthly Invoice Item Totals by Sub Category Displays the total invoice item extensions by product sub category for each month within the requested date range. Excludes sales tax, freight and other charges.

Monthly Invoice Item Totals by Supplier Displays the total invoice item extensions by supplier for each month within the requested date range. Excludes sales tax, freight and other charges.

Monthly Invoice Totals by Customer Displays the total invoice amount sold to each customer for each month within the requested date range.

Monthly Invoice Totals by Payment Type Displays the total of all invoices for each payment type (terms) for each month within the requested date range.

Monthly Invoice Totals by Salesperson Displays the total of all invoices sold by each salesperson for each month within the requested date range.

Monthly Invoice Totals by Source Displays the total of all invoices for each source of order for each month within the requested date range.

Monthly Payment Totals by G/L Account Displays a summary listing of payment totals by month and by G/L account within month for the dates specified.

Payment Detail Totals - Daily Displays a listing of payments received per day including the customer number, invoice number, G/L account, amount applied, and check/card information for the dates specified.

Payment Detail Totals - Monthly Displays a listing of payments received per month for the dates specified.

Payment Register Displays a listing of all payments received within the requested date range. For each payment the report lists the date paid, customer number and name, G/L account, check / credit card number and amount received. Under each payment, it gives a breakdown of how the payment was applied (to invoices or outstanding credit). Advanced options allow selection of specific customers, invoices and G/L accounts.

Payment Total Analysis by G/L Account Displays a listing of payments received sorted by G/L account then by the month of payment.

Receivables Aging List of receivables and an aged receivables report by Customer. Includes the Invoice Number and Date, Total Invoice amount, Total amount paid, and Receivable amount.

Sales Order Register Displays a listing of sales orders between the specified dates. Can be displayed in detail or summary. Detail includes sales order line items, summary does not. Can be sorted in order of SO date, SO number, customer, invoice number, salesperson or amount. Can be run for all, one or some, sales order numbers, customers and/or items. Can be run for all or one sales account.

Sales Tax by Location Displays sales tax information for each invoice within the requested date range. Report is grouped and subtotaled by sales tax location. Includes gross, exempt and taxable sale amounts for each invoice, along with tax due.

Salesperson Gross Commissions by Month Displays the total commissions on gross item sales for each salesperson by month within the requested date range. Commissions are calculated as total item extension x gross commission percentage. Sales not assigned to a salesperson appear on the report under a blank salesperson name. Also shows what percentage of total sales was sold by each salesperson. Excludes sales tax, freight, other charges and finance charges.

Salesperson Gross Commissions by Month Displays invoice amounts along with the total commissions on gross item sales for Detail each salesperson by month within the requested date range. Commissions are calculated as total item extension x gross commission percentage. Sales not assigned to a salesperson appear on the report under a blank salesperson name. Excludes sales tax, freight, other charges and finance charges.

Salesperson Gross Commissions Total Period Displays the total commissions on gross item sales for each salesperson within the requested date range. Commissions are calculated as total item extension x gross commission percentage. Sales not assigned to a salesperson appear on the report under a blank salesperson name. Also shows what percentage of total sales was sold by each salesperson. Excludes sales tax, freight, other charges and finance charges.

Salesperson Gross Commissions Total Period Displays invoice amounts along with the total commissions on gross item sales for Detail each salesperson within the requested date range. Commissions are calculated as total item extension x gross commission percentage. Sales not assigned to a salesperson appear on the report under a blank salesperson name. Excludes sales tax, freight, other charges and finance charges.

Salesperson Margin Commissions by Month Displays the total commissions on margin for each salesperson by month within the requested date range. Commissions are calculated as total margin x margin commission percentage. Sales not assigned to a salesperson appear on the report under a blank salesperson name. Also shows what percentage of total margin is credited to each salesperson. Excludes sales tax, freight, other charges and finance charges.

Salesperson Margin Commissions by Month Displays the invoice amounts along with total commissions on margin for each Detail salesperson by month within the requested date range. Commissions are calculated as total margin x margin commission percentage. Sales not assigned to a salesperson appear on the report under a blank salesperson name. Excludes sales tax, freight, other charges and finance charges.

Salesperson Margin Commissions Total Period Displays the total commissions on margin for each salesperson within the requested date range. Commissions are calculated as total margin x margin commission percentage. Sales not assigned to a salesperson appear on the report under a blank salesperson name. Also shows what percentage of total margin is credited to each salesperson. Excludes sales tax, freight, other charges and finance charges.

Salesperson Margin Commissions Total Period Displays the invoice amounts along with total commissions on margin for each Detail salesperson within the requested date range. Commissions are calculated as total margin x margin commission percentage. Sales not assigned to a salesperson appear on the report under a blank salesperson name. Excludes sales tax, freight, other charges and finance charges.

Total Period Item Sales Displays the total quantity shipped and extended amounts for each invoice item for the requested date range. Excludes sales tax, freight and other charges.

Total Period Item Sales by Category Displays the total invoice item extensions by product category for the requested date range. Excludes sales tax, freight and other charges.

Total Period Item Sales by Manufacturer Displays the total invoice item extensions by manufacturer for the requested date range. Excludes sales tax, freight and other charges.

Total Period Item Sales by Sub Category Displays the total invoice item extensions by product sub category for the requested date range. Excludes sales tax, freight and other charges.

Total Period Item Sales by Supplier Displays the total invoice item extensions by supplier for the requested date range. Excludes sales tax, freight and other charges.

Total Period Payments by G/L Account Displays total payments received by G/L Account for the specified date range.

Total Period Sales by Customer Displays the total invoice amount sold to each customer within the requested date range.

Total Period Sales by Payment Type Displays the total of all invoices for each payment type (terms) within the requested date range.

Total Period Sales by Salesperson Displays the total of all invoices sold by each salesperson within the requested date range.

Total Period Sales by Source Displays the total of all invoices for each source of order within the requested date range.

Unused Credit Memos Displays a listing of credit memos which are not yet reflected in the customer's Outstanding Credit Balance. This report is intended primarily for users who have recently upgraded to People's Choice version 2.5 from an earlier version.

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Other Reports

Pricing by Category and Item Number for Multi-Priced Item Displays a list of Multi-Priced inventory items grouped by Class, Category, and Multi-priced Items Item Number. The report details the item Description, current Quantity in Stock, Average Cost and Retail Price for each Multi-Priced item as well as the Customer Pricing Code, Quantity Low, Quantity High and Price for each.

Pricing by Description for Multi-priced Items Displays a list of Multi-Priced inventory items sorted by Description. This report details the Item Number, Retail Price, current Quantity in Stock and Average Cost for each Multi-Priced item as well as the Customer Pricing Code, Quantity Low, Quantity High and Price for each.

Pricing by Item Number for Multi-priced Items Displays a list of Multi-Priced inventory items sorted by Item Number. This report details the item Description, current Quantity in Stock, Average Cost and Retail Price for each Multi-Priced item as well as the Customer Pricing Code, Quantity Low, Quantity High and Price for each.

Standard Price Book by Class, Category and Description Displays a Price Book for salespeople listing each inventory item grouped by Description Class and Category and sorted by Description. Provides salespeople with the Item Number, Average Cost and Retail Price for each item.

Standard Price Book by Class, Category and Item Number Displays a Price Book for salespeople, listing each inventory item grouped by Item Number Class and Category and sorted by Item Number. Provides salespeople with the item Description, Average Cost and Retail Price for each item.

Standard Price Book by Description Displays a Price Book for salespeople, listing each inventory item sorted by Description. Provides salespeople with the Item Number, current Quantity in Stock, Average Cost and Retail Price for each item.

Standard Price Book by Item Number Displays a Price Book for salespeople listing each inventory item sorted by Item Number. Provides salespeople with the Description, current Quantity in Stock, Average Cost and Retail Price.

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