How to review yesterday’s records

Sometimes you need to go back and check yesterday’s sales, expenses, transfers or balances.

Steps

1. Open the relevant module, such as Sales, Expenses, Transfers or Reports.
2. Filter by yesterday’s date or trading day.
3. Review records one by one.
4. Check for missing sales or expenses.
5. Check for duplicate records.
6. Correct wrong amounts, accounts or dates.
7. Review the dashboard or report again.