Forum Discussion

victord's avatar
victord
5 years ago

Paid sales not appearing as income in business insights and reports

Hey guys,   I recently started using AccountRight for my business and have been recording historical and ongoing sales and purchases.   I set up my accounts using the 'easy set up assistant' and ...
Sales
  • Tracey_H's avatar
    Tracey_H
    5 years ago

    Hi victord 

     

    In Business Insights click on Customise and make sure Customer Analysis panels are selected to display. The other thing to check is your user permissions.

     

    These help articles will help with users and roles:

    Set up roles 

    Manage users 

     

    Please let me know how you go with this.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff

Hi victord 

 

Thanks for your post and apologies for the delay in replying. Are you recording sales through Enter Sales or Receive Money? For sales to be linked to customers, and therefore appear in Business Insights and customer reports, they do need to be recorded through Enter Sales.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

victord's avatar
victord
5 years ago

Hi Tracey_H 

 

I appreciate the response. 

 

I am recording sales through Enter Sales. I am concerned it may be my initial set up, although I have since re-set up my company profile as per all of the tutorials.

 

The issue is still persisting.

 

If you have any more insights or potential causes to investigate I would greatly appreciate it.

 

Regards,

Victor

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    5 years ago

    Hi victord 

     

    In Business Insights click on Customise and make sure Customer Analysis panels are selected to display. The other thing to check is your user permissions.

     

    These help articles will help with users and roles:

    Set up roles 

    Manage users 

     

    Please let me know how you go with this.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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