Creditors ledger

Creditors ledger

What
The creditors ledger is a central overview for managing and analyzing all recorded orders and invoices within a period.

Where
Admin: Accounting > Creditors ledger.


The creditors ledger contains all invoices issued within a period - from one cash register closing to the next - with the listing of the various tax amounts. It offers various filter options and the option to export or print data. These functions enable efficient management and analysis of invoices.

Using the creditors ledger

1. Navigate to Admin: Accounting > Creditors ledger in the SIDES system.

2. You can filter by "Stores" and "Date".

3. The table shows a list of daily transactions. Open the date you are interested in by clicking on the "question mark".




Using the filter functions

The following options are available to filter the displayed data:

1. Filter by order source/delivery portal: Select one or more order sources (e.g. UberEats or/and Lieferando).

2. Filter by payment method: Select one or more payment methods (e.g. cash, credit card, online payment).

3. Filter by order type: Choose between the options: pickup, delivery etc.

Multiple selection of filters: All filters are implemented as multiple selection options so that several criteria can be selected at the same time. This allows, for example, all UberEats and Lieferando orders that were paid for by credit card and delivered by courier to be displayed together.




Exporting and printing the data

1. After applying the desired filters, the report can be downloaded as "xlsx" using the "Excel" export function.

2. Alternatively, the report can be printed directly using the "Print" function.

3. The exported or printed data contains all visible columns and applied filters.






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