How-To:Sales: Difference between revisions

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(Created page with "== How to view “Sales” == 1. Open the app and go to the 'Billing' section. Click the arrow, then select "Sales". 2. You can input the financial year you want to see, add a workgroup and a member, and click the box to include the previous year or use whole dollars.")
 
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== How to view “Sales” ==
== How to view “Sales” ==
1. Open the app and go to the 'Billing' section. Click the arrow, then select "Sales".
1. Open the app and go to the 'Billing' section. Click the arrow, then select "Sales".
 
[[File:Step 1 - Sales.png|none|thumb|500x500px]]
2. You can input the financial year you want to see, add a workgroup and a member, and click the box to include the previous year or use whole dollars.
2. You can input the financial year you want to see, add a workgroup and a member, and click the box to include the previous year or use whole dollars.
[[File:Step 2 - Sales.png|none|thumb|500x500px]]

Revision as of 14:50, 20 May 2024

How to view “Sales”

1. Open the app and go to the 'Billing' section. Click the arrow, then select "Sales".

Step 1 - Sales.png

2. You can input the financial year you want to see, add a workgroup and a member, and click the box to include the previous year or use whole dollars.

Step 2 - Sales.png