Forum Discussion
Hi Catha
The Tax amount of the individual transaction is a field that is available in the General Ledger Report through the AccountRight browser interface.
Thank you for the information however I require the report to be exported and the reports do not show the tax component in the reports. I need to check GST on all accounts and going into each account code is not a solution. Can the GST code please be added to the General Ledger Details report as an option in the filter section.
Thanks
- Steven_M2 years agoFormer Staff
Hi Catha
The Tax code can be added to that report using the Customise button and then selecting the Tax Code option from the list of available Columns to Display.
In terms of exporting, just testing my AccountRight browser General Ledger details the values the Tax amount (and Tax Code) column does appear when exporting to Excel and PDF*. Are you experiencing a different situation?*I wouldn't recommend PDF if you are adding that additional tax code, it puts that extra column onto another page. Better to export it to Excel and then reduce the sizes of the columns before generating a PDF off that Excel sheet.
- 2 years ago
HI Steve
Under Reports, General Ledger Detail, the insert/modify columns available do not have the option for the tax code to be included in the report. I am unable to locate the custom button as mentioned in your prior message. Can you please assist.
Thanks
- Steven_M2 years agoFormer Staff
Hi Catha
It sounds like you are using the Desktop application to complete that process.
As mentioned, the General Ledger Details report in the AccountRight Browser interface allows for that functionality. This will not be available in the Desktop application. As such, I would recommend running that report in that browser interface to have access to those fields and information.
Please note: The company file would need to be stored online using AccountRight to have access to the browser interface to run that report with the additional information. Online/browser interface access is included in an active AccountRight subscription.
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