Q1. Where can I find Sales Data Exports?
Go to Reports → Data Exports → Sales
Q2. What is the AR Reconciliation report?
Summarizes your aged receivables balance, adjusted for unapplied advance payments and FX unrealized gain or loss, into a revalued AR closing balance.
Breaks down every outstanding invoice and credit note by aging bucket, with a link to each document.
Helps you reconcile receivable accounts and follow up on overdue customers.
Q3. What is the Credit Note Summary report?
Lists every credit note issued, with reference, currency, amount, balance, and status.
Includes a line-item breakdown of the products or services credited on each note.
Helps you track credit notes issued and their impact on customer balances.
Q4. What is the Customer Revenue Summary report?
Groups revenue, payments received, and outstanding balance by customer and currency.
Includes invoice-level detail for each customer, with status, due date, and tags.
Helps you analyze revenue concentration and follow up on customer balances.
Q5. What is the Periodic Revenue Summary report?
Summarizes revenue by month and by day, including invoice count, GST, and unique customers.
Includes month-over-month change in amount and percentage to track growth.
Helps you spot revenue trends and compare performance across periods.
Q6. What is the Product Sales Summary report?
Groups sales by product or service, with quantity sold, revenue, discounts, GST, and returns.
Includes a line-item breakdown of every sale transaction behind the summary.
Helps you track product performance and spot your best and slowest sellers.
Q7. What is the Sales Cost & Margin report?
Shows revenue, cost of goods sold, and gross margin for each item sold, with margin percentage and average selling price.
Includes a line-level cost detail for every sale, with FX rate and base currency for foreign transactions.
Helps you analyze profitability by product.
Q8. What is the Inventory Balance report?
A summary of quantity on hand, weighted average cost, and stock value for each inventory item, along with turnover ratio, days of cover, and projected stockout date.
Flags exceptions such as items with no movement in over a year, items received but never sold, and stock held under a deleted item.
Helps you monitor inventory valuation and identify stock that needs attention.
Q9. What is the Inventory Count report?
A worksheet for recording a physical stock count against your system quantities.
Includes blank Counted Quantity and Variance columns to fill in during the count, plus notes flagging items to verify beforehand, such as a negative system quantity.
Helps you reconcile physical stock on hand with what's recorded in Jaz.
Q10. What is the Sale Order Reconciliation report?
Tracks quotes and sale orders through to invoicing, grouped by currency and status.
Flags sale orders that haven't been invoiced and quotes that were never converted to a sale order, with the expected amount, invoiced amount, and remaining balance for each.
Helps you follow up on unfulfilled sales and quotes that still need action.