In your administration account on ebriza.com, in Menu -> Reports, the global reports are grouped into categories. The Accounting category contains the reports most often requested by accountants. Like the other global reports, they open on any Ebriza account, regardless of the subscription, and they do NOT need the Insights app. The only exception is Centralizator NIR, which does need the Stock Management (or Stock Management Premium) app installed on the account — it still does not need Insights. If you do not have that app, the report appears greyed out in the report list.
Like the other global reports, these reports are available on any Ebriza account, regardless of the subscription plan, and do NOT require the Insights app. The only exception is the NIR Summary Report, which requires the Inventory Management app (or Inventory Management Premium) to be installed on the account — it still does not require Insights. If you do not have the required app, the report appears greyed out in the reports list.
Attention: Reports always run only for the location you are logged into (see the top center of the screen). The period is selected from the “Date” filter at the top of the report. Not all reports open with the same default period: most open for the current day, while the NIR Summary Report opens for the last 30 days. Always check the “Date” filter before reading the figures and change it to “last month” yourself. With the “Manual” option, you can select the start and end date and time.
Other reports in the Accounting category
Monetary Report
NIR Summary Report — a list of receipts (NIRs) for the selected period, with one row for each receipt, including the NIR number, supplier, and value. Details below.
I want a list of receipts (NIRs) for a period in Excel
If you want “all receipts from month X in a file”, the dedicated report is the NIR Summary Report. Do not use the Inventory Report for this: it is an aggregated stock balance for each item (opening balance, incoming, outgoing, closing balance), not a list of documents, so it does not provide NIR numbers.
Note: the NIR Summary Report is a list of receipts. It does not contain the NIR documents. If you want to download or print the NIR documents (for example, to send them to your accountant one by one), go to Inventory Management Premium (Gestiune Premium) → Receptions, click the three dots next to the invoice and choose Print NIR. See the article “Receptions Section – NIR Management” for details.
Steps:
On ebriza.com, go to Reports from the menu on the left.
Under the Accounting category, select the NIR Summary Report.
Change the “Date” filter at the top of the report to the period you are interested in (for example, August 1–31). The report opens for the last 30 days, not for the previous month.
If you want to filter for a single supplier, you can also use the “Supplier Name” filter. There are no other filters.
At the top of the report, next to the filters, there is a selector for the number of rows displayed. It is set to 500. If you have more receipts in the selected period, switch it to “All”; otherwise, you will export only the first 500 rows.
From the three dots in the top right corner, select “Export Excel” (or “Export CSV”). The file will be prepared and a download link will then appear. This report does not have a PDF export option.
Report columns: Location, Invoice No., NIR No., Date, Due Date, Supplier Name, VAT ID and Stock Type, plus the totals Total Purchased, Total Purchased incl. VAT, and VAT.
Good to know:
The report does not contain the NIR documents, only the list of them. NIR documents are printed from Inventory Management Premium (Gestiune Premium) → Receptions → the three dots → Print NIR.
The report is built from incoming stock movements, so it only contains invoices that already have an NIR. An incoming invoice without an NIR will not appear in the report. To see invoices without an NIR, go to Costs - Invoices and check the “NIR” column: invoices without an NIR are marked as N/A.
The same receipt may appear on multiple rows if it contains items with different stock types (the “Stock Type” column).
The report requires the Inventory Management or Inventory Management Premium app. It does not require Insights and is not a custom report.
It is available only in the administrator account on ebriza.com, not in the POS app.
For the equivalent question about sales — "I want all invoices issued in month X" — the report is the Issued Invoices Summary Report (Centralizator facturi emise), also under the Accounting category. Note, however, that the symmetry with the NIR Summary Report stops at the list. The Issued Invoices Summary Report is a list of documents and nothing more: its only columns are Invoice issue date, Invoice No. (a link, for downloading the invoice) and Customer. It has no amount column and no total row. Its filters are "Date" (it opens on the last 30 days) and "Location". If you need the total value of the invoices issued, not the list of them, see the section below.
I want the total (sum) of the invoices issued in a period
No standard report sums up issued invoices. The Issued Invoices Summary Report has no amounts and no total, and the Total payments report sums up all sales in the period — receipts and invoices together — and cannot be narrowed down to invoice-type documents. The total value of issued invoices is obtained from the Sales menu, filtered on invoices:
On ebriza.com, go to the Sales menu and open the search panel (magnifying glass icon).
Select the period (and the location, if you have more than one).
Add the "Documents" filter and choose "Invoice". The filter's options are the document types: Invoice, Proforma invoice, Delivery note, Credit invoice. Without this filter, receipts without an invoice stay in the list too, and the total comes out higher than what you actually invoiced.
Select all rows: the arrow next to the checkbox at the top of the table opens a menu with "Page" (the current page only) and "All (N)" (all rows in the current filter, across all pages). Choose "All (N)".
Click the download button on the right of the page (down arrow) and choose the last option in the list, "Export". The option appears only if you have selected at least one row.
The "Export invoices" window opens: one row per invoice, with Amount excluding VAT, VAT and Total, and the last row is TOTAL, summing exactly the invoices you selected. You read the total directly in the window — downloading it as CSV or Excel from the three dots is optional.
Keep in mind: the TOTAL row sums the selection, not the filter. If you only ticked "Page", the total covers the current page — which is why the "All (N)" step is mandatory if you want the whole month. These steps are described in full in the Orders menu item article.
[tags: accounting reports, vat report, vat on sales, vat rates, sales by vat rates, product type, issued invoices summary, monetary report, accountant]