Wednesday, June 5, 2019

Search to show total sales excluding tax amount

1. Navigate to Transactions > Management > Search Transactions > Create Saved Search 
2. In the Criteria tab > Standard subtab > set the following filters: 
  a. Type is Invoice
  b. Account is not 21410 GST Collected (or other account used to record tax amount)
  c. Account Type is none of Accounts Receivable
3. In the Results tab > Columns subtab > add the following fields:
  a. Date then set Summary Type to Group
  b. Name then set Summary Type to Group
  c. Amount then set Summary Type to Sum
  d. Type then set Summary Type to Group
4. Enter a Search Title 
5. Click Save & Run

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