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Sales for a period: which figure, which report

Sales in the accounts is the sales line of the profit and loss statement for the period; a sales analysis counts documents instead, so the answer says which one it gives.

Example prompts

Copy one into a chat with AUTOCOUNT connected and change the details to your own.

1. What are the sales of Company A for September 2026? Use the P&L, this month only.

2. Sales of Company A from 1 to 17 October 2026, from the P&L.

3. Monthly sales analysis of Company A for October 2026 by customer, and how it compares with the P&L sales.

Steps

1. For one month the AI runs the profit and loss statement in the This Month format and gives its sales line (for example NET SALES); for any other period it gives the dates from and to.
2. Gross profit and net profit are profit, never sales: the AI does not give them as sales.
3. For sales by customer, item or document the AI uses the Monthly Sales Analysis or the Invoice Listing and says what it counts (whole document lines, credit and debit notes included or not).
4. When the two figures differ, the AI gives both, each with its basis, and the usual reasons: charges billed to customers but posted to cost or other accounts, credit and debit notes, tax, and sales entered outside sales documents. It offers to list the lines behind the difference.

Include in your request

• The month or the period (from and to).
• Which view you want: sales in the accounts (the P&L) or sales by customer, item or document.

Tips

• Ask for "sales" and you get the P&L's sales line; ask for "invoiced sales" or a sales analysis for the document view.
• If delivery, installation or repair charges billed to customers are posted to a cost account, they lower cost instead of adding to sales; ask your accountant which account they belong in.

Related topics

• Reports: P&L, balance sheet, aging, statementsAsk for any AutoCount report by name and date; it is made with your book's own layouts and comes with PDF and Excel links.
• Month end: what is still missingAsk what is still missing for a month to see how far each kind of document is entered, the bank position and the month's closing entries, then work through it step by step.