If you want to view the monetary report, you can do so from the admin account in the Reports section.
From there, you will need to choose Monetary Report and select the desired time interval (Attention: you must select the hours as well, not just the dates).
Once the report is generated, the following will be displayed:
Entries made in the selected interval for each supplier VAT group and type of stock.
Exits made in the selected interval for each VAT group (receipts issued without a client, receipts issued with a company's tax ID, receipts for which an invoice was also issued).
Canceled receipts.
This report can also be useful for managers to more easily view entries made from each supplier (we recommend unchecking the VAT grouping option from the three dots in the top right corner).
Important: If you wish to export the Monetary Report, all you need to do is click on the three dots in the top right corner, and you will be able to export the report in PDF, Excel, or CSV format.
What this report does not contain?
The Monetary Report breaks down inbound entries by the supplier's VAT group and by stock type, and outbound entries by VAT group. It does not show you sales broken down by VAT rate.
If you need sales broken down by VAT rate, you have two standard reports in Reports -> the Accounting category, available on any account, without any additional app:
- Sales by VAT rates — the sales total broken down by each VAT rate.
- Sales by VAT rates and product type — the same breakdown, plus the product type (goods, finished product, service).
Choose the period from the "Date" filter at the top of the report and open the one you need. Details about the columns of each in the article Accounting Reports.
Be careful with supplier invoices: on inbound entries, VAT is grouped by the supplier's VAT group, not by the actual rate on each invoice line. If you need the actual rate on each purchase invoice line, write to us — this is solved through a custom report, configured by the support team and delivered through the Insights app. Details in the article The Insights App.
[tags: monetary report, invoice centralizer, by VAT groups, exits, entries, sales]