Additional ways to extract information from Readysell Lite for external financial packages

Owned by Diane Partridge
Last updated: Jun 09, 2020 by Sharon Harden (Unlicensed)
2 min read

Optional additional information:

We cannot be sure exactly what your accountant will need from you.

Customer Open items Listing

  1. Log onto Readysell
  2. Relationships>Open Items
  3. Drop the filter from the top ribbon and select 'All Customer Open items'
  4. Filter by date for the next date range that you need to account for next
  5. You can also group by Transaction Type in order to get a total for the different types of transactions e.g. Cuspay, Salinv, Salcrd etc Searching, filtering and sorting lists
  6. This list view can be exported by clicking on the Export action button in the top ribbon.
  7. Review the data

Sales Shipments (stock has left the building)

Shipments is a list of all transactions where by once finalized confirm that the stock has left the building.
A shipment is usually invoiced immediately however you may wish to send multiple shipments on the one invoice.

  1. Log onto Readysell>Sales>Shipments
  2. Ensure your filter in the top ribbon is set to 'All Sales Shipments"
  3. If you are reporting periodically you can select the filter 'Sale shipments last period' or any other filter that may suit
  4. Filter for the date range in question Searching, filtering and sorting lists
  5. Ensure the field of 'Status' is part of your list View
  6. Select from the Status field = Posted. This will give you a list of shipments that have been finalized and/or invoiced
  7. Export the result

Sales Invoices (shipments that have been invoiced)


These invoices once completed, can be for either a Customer Card or a form of Cash Sale.

  1. Log onto Readysell>Sales>Invoices
  2. Ensure your filter in the top ribbon is set to 'All Sales Invoices"
  3. If you are reporting periodically, you can select the filter 'Sales Invoices Last Period' or any other filter that may suit
  4. Filter for the date range in question Searching, filtering and sorting lists
  5. Ensure the field of 'Status' is part of your list View
  6. Populate onto the list view any other fields you may need, Value ex tax, Margin, Cost ex Tax, GP% Value etc.
  7. Select from the Status field = Posted. This will give you a list of Invoices that have been Invoiced
  8. Export the result
  9. If you wish to break up the invoices by CardID

Breakup of Transactions by Tender

Bank Deposit Report - reports on all transactions that reflect money received and money paid out broken up by Tender Type. This is only for the one bank account

  1. Log onto Readysell>Reports>Form Reports>Bank Deposit report F-001
  2. Highlight the report and click on 'Show report using parameters'
  3. Enter the start and end dates
  4. Turn 'Include Reversals' tick box on
  5. You can insert a filter or click on OK to get all transactions for the date range in question
  6. Report will appear to screen broken up by Tender type..

Zread Report