Sales By Customer Detail Report

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  • Updated 1 year ago
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We are using Reckon Hosted and when I run a Sales by Customer Detail Report, the totals are not GST inclusive. When I modify the report and click the GROSS button, the names disappear and the report is unusable. Any ideas what else I can do or what report I can run. I really need to see the invoice Total inc GST
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Caron Green

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Posted 1 year ago

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Luke, Technical Support Team Leader

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Hi Caron,

You can use the Custom Transaction Detail Report to do this.

1. Go to Reports > Custom Transaction Detail Report
2. Display tab > Total by > Customer
3. Filters tab > TransactionType > Tax Invoice
4. Filters tab > Detail Level > Summary only
5. OK

I hope this helps.

Luke.
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Caron Green

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Thanks for your help Luke, not quite as basic as the 'Old Quickbooks', but I think it might do the job.

Caron
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Shirley Ingle, Accredited Partner

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Hi CaronĀ  Try this, Edit, Preferences, Reports and Graphs, Company Preferences.

Change to Accrual and Gross. That will give you your Sales reports including GST.