Understanding Totals in a Different Date Reference on Yoplanning.pro
Steps to use this feature
Order Date: This is the date the customer placed the order or it was entered into the system.
Where to find it: Menu > Order
Activity Date: This is the date on which the activity (sporting, cultural, etc.) is actually carried out.
Where to find it: Menu > Order > Item tab
Payment Date: This date represents when payment was made. Note that several payments can be made on different dates for the same order.
Where to find it: Menu > Payments
Invoice Date: This is the date on which the invoice is issued.
Where to find it: Menu > Order > Invoices tab (if equipped with the invoicing module)
Important point
Fiscal Date: If you are looking for turnover for a tax period, the only authentic reference from an accounting point of view is the list of invoices for the given period.
Advice and Best Practices
Data Consistency: Make sure you use the same date repository when comparing data between different lists.
Precision: For reliable accounting data, always use the list of invoices.
Double Check: Before drawing conclusions, double-check that the total you are looking at is based on the date frame you think it is.
Common Errors or Problems
Inconsistent Data: If you use different date repositories, your totals may vary significantly.
Billing and Payment: The fact that an order is fully paid has no impact on billing.
How to solve them
Inconsistent Data: Always check the date repository using the available filters.
Invoicing and Payment: If you are looking for reliable accounting data, refer only to the list of invoices.
By using this feature correctly, you can have a clear and precise view of your turnover, activities, payments and more, all based on your choice of repository, dates.
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