Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.
Supporting documents
- Prepare invoices, deliveries and correction documents.
Completing and checking data
- Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized.
- Under ‘Sales Overview’, compare items, customers, quantities and sales values with the supporting records.
- Preserve correction signs and separate sales from receipts. Compare the same period and currency before interpreting trends.
- For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again.
- Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements.
Report amounts are explained and can support accounting and tax checks.
Official sources for this activity
Checked on 10 September 2026. Apply the rules for the period and the company's legal form.
Related resources
Practical example
You sell 10 units and correct the sale with a 2-unit return. Compare the documents and signs: the net quantity in this example is 8 units. Check invoicing and receipts separately, for the same period and currency.
Frequently asked questions and solutions
The total differs between two pages.
Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect.
The company total is correct, but a stock location or item differs. What should I check?
Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction.