How to only filter cash payments in a Sales Ledger export


Latest update: - Agata

Objective

Get only cash payments showing on the Sales Ledger export for a given date.

Setup

  • Vend for Mac or PC
  • Open Office

Steps

  1. Go to Sales Ledger
  2. Select the desired date
  3. Apply any other filters such as Outlet, Register etc.
  4. Click Update
  5. Click Export CSV
  6. Open the file in Open Office
  7. Find the Details column
  8. Select the whole Details column
  9. Click Data
  10. Select Filter > Auto-filter
  11. Click on the arrow next to the Details column
  12. Select Cash from the drop-down

Additional Information

Voided sales are by default included in the CSV export of Closed Sales. Make sure to delete them from the file for accurate results.