Reports

How to acquire information to fill out the IRS 1099 report
The procedure outlined below only works with System 5 versions 5.35.8.1 or above. Problem What are the steps required to pull a report from System 5 ...
Mon, 26 Jul, 2021 at 1:28 PM
Trial Balance Report
A Trial Balance is a test that can be run before printing financial statements. the purpose is to check account balances, and confirm that all debits equal ...
Mon, 17 Jan, 2022 at 3:43 PM
Salesperson Commission Report
How to use Salesperson Commission Report? SOLUTION: Documentation of the Salesperson Commission Report: https://selfhelp.windwardoncloud.com/index.htm?...
Mon, 19 Jul, 2021 at 3:41 PM
Balance Sheet Report
Your Balance Sheet contains your assets and liabilities, and nothing else. This is a snapshot of your company's financial standing. This shows you suc...
Mon, 17 Jan, 2022 at 3:44 PM
POS Report: transaction types
Selecting the Transaction Types Overview The Point of Sale Transaction Report can be used to report on Cash, Accounts Receivable or both. Typically you wil...
Mon, 17 Jan, 2022 at 3:44 PM
POS Report: Selecting stations
Selecting the Stations Overview The next step in the cash-up process is to select the Stations you wish to include. The Station selection window is shown i...
Mon, 17 Jan, 2022 at 3:44 PM
POS Report: transaction number
Transaction Number Overview The Transaction Number identifies your end of day report. The system automatically increments the number each time the file is ...
Mon, 17 Jan, 2022 at 3:44 PM
Point Of Sale Report: Select what to include
The Report Selection window Overview The Report Selection window provides the ability to select the reports you wish to print and view during the Cash up p...
Mon, 17 Jan, 2022 at 3:44 PM
POS transaction Report - Consolidated tab
Topic overview The Transaction Report window - Consolidated tab, is shown in Figure 1. Figure 1: The Consolidation tab Use the [Build Report] button to...
Mon, 17 Jan, 2022 at 3:44 PM
Referral Source Tracking
Revenue that is driven by referrals can now be tracked easily from POS, and supported reports for analyzing referrals for a period offer an effective soluti...
Wed, 24 Aug, 2022 at 8:48 PM


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