Sales Journal Report in Sage Intacct

By | January 31, 2025

In our previous blog, we discussed the GSTR2 Report, which is part of our India Pack Report. In today’s blog, we will provide a detailed discussion on the Sales Journal Report in Sage Intacct ERP.

A Sales Journal Report is a detailed record of all sales transactions within a specific period. It captures key details such as invoice numbers, customer information, products or services sold, quantities, prices, discounts, taxes, and total amounts. This report enables businesses to track revenue, analyse performance, ensure financial accuracy, and comply with regulatory requirements.

New Stuff: – Sender Details Configuration of GST Application in Sage Intacct

In this blog, we are going to discuss about the Sales Journal Report in the sage intacct.

Fig 1. View Screen

When you click the “View” button, all data for the specified time period and the selected “From” and “To” Customer numbers will be displayed in a table format.

Fig 2. Sales Journal Report

In the top-right corner, users can access a search feature to look up values within any column. They can also choose to display table entries in groups of 5, 10, 25, 50, or view all entries at once.

The “Export to Excel” button allows users to download the report as an Excel file.

Fig 3. Output View

This report includes following fields from OE and AR Transaction screen and can be modified according to your requirement.

  • Date.
  • Customer Name.
  • Customer Address.
  • Customer TIN.
  • Invoice.
  • Description.
  • Currency.
  • Amount.
  • Discount %.
  • VAT Amount (Output Tax).
  • Total Sales.
  • Billing Statement.
  • VAT Category.

About Us

Greytrix  – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from  QuickBooks | Sage 50 | Sage 100 | Sage 300  to Sage Intacct. Our unique  GUMU™  integrations include  Sage Intacct for Sage CRM  |  Salesforce  |  FTP/SFTP  |  Rev.io  |  Checkbook  |  Dynamics 365 CRM  |  Magento  |  Rent Manager  |  Treez  | Avalara Avatax |  Blackline SFTP. We also offer best-in-class Sage Intacct  Development ServicesConsulting services, integrated apps like  POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct  to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.

Greytrix  GUMU™ integration for Sage CRM – Sage IntacctSales Commission App for Sage Intacct, and  Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™  are listed on Sage Intacct Marketplace.

The  GUMU™ Cloud framework  by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on Sage Business Cloud Services, please contact us at  sagecloud@greytrix.com. We will like to hear from you.