Sales By Customer Detail Report

Caron Green
Caron Green Member Posts: 2
edited June 2019 in Accounts Hosted
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

Comments

  • Luke
    Luke Moderator, Reckon Staff Posts: 221 Moderator Moderator
    edited August 2018
    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.
  • Caron Green
    Caron Green Member Posts: 2
    edited August 2017
    Thanks for your help Luke, not quite as basic as the 'Old Quickbooks', but I think it might do the job.

    Caron
  • Shirley Ingle
    Shirley Ingle Accredited Partner Posts: 138 Accredited Partner Accredited Partner
    edited August 2017

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

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