How to include GST amounts in Account enquiry report?

HillaryPounder
HillaryPounder Member Posts: 4 Novice Member Novice Member
in Reckon One

Hi all,

I am Running a Account Enquiry report to try and find the total amount of GST spent from a particular account, but I can't find a way to make the GST amount show.

The tax code shows, but the 'Amount' option is greyed out.

Is there another report I can run to achieve this?

Thanks

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 567 Reckon Staff Reckon Staff
    edited October 2024

    Hi @HillaryPounder

    Yes, you can have the Ledger Transaction Report which you can find under Reporting➡️ Reports ➡️ Category: Advisor ➡️ Ledger Transaction Report.

    This will give you the details as in the screenshot attached below.

    image.png

    I hope this can be helpful. Feel free to let us know for any concerns. Thank you!

    Regards

    Tanvi

    Tanvi.png
  • HillaryPounder
    HillaryPounder Member Posts: 4 Novice Member Novice Member

    Thanks Tanvi, I need it in relation to a particular account though.

    I've just transferred from Xero and their account reports show a GST amount

    image.png
  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 567 Reckon Staff Reckon Staff

    Hi @HillaryPounder

    I have updated my previous reply, please check and let me know if that helps with your enquiry ☺️

    Regards

    Tanvi

    Tanvi.png
  • HillaryPounder
    HillaryPounder Member Posts: 4 Novice Member Novice Member

    Thanks Tanvi, that's closer to waht I need, am I able to filter by account?

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 567 Reckon Staff Reckon Staff
    edited October 2024

    Unfortunately, there is no option to add the filters. The only thing you can manage with this report is to disable/enable the columns that you want in the reports.

    However, if you feel that could be something you want to have as a new feature in the software, I would like you to add your suggestion at Reckon Product Ideas. Thank you!

    Regards

    Tanvi

    Tanvi.png

Categories