Sales List

Overview

The Sales List Tab is a Tool within the Accounting Application for reviewing sales-related records in an accounting context. It supports connecting revenue activity to accounting review and downstream reporting Outputs.

How-To guides

• How to add an invoice (Sales POS) — create the invoice in Sales POS, then review it here in Sales List

When to Use This Tool

• When you need visibility into sales-related activity that affects accounting results
• When you want to review revenue and payment-related signals as part of regular accounting oversight
• When you need sales context to support reconciliation and reporting

What You Can Do in This Tab

• Review sales-related records that contribute to accounting activity
• Identify exceptions or discrepancies that require follow-up elsewhere in the Accounting Application
• Use sales context to support period review and reporting preparation

How This Tab Fits in the Application

The Sales List Tab provides revenue-oriented context within the Accounting Application. It complements expense and transaction review by making sales activity visible alongside other accounting areas, and it supports reporting and period analysis.

To create a new invoice, use Sales POS.

Notes and Limitations

• Visibility and available operations can vary based on capabilities and access rules.
• The accuracy of downstream Outputs depends on sales activity being recorded consistently in the Application.
• Detailed operational changes are typically handled in the Applications that own the underlying sales records.