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Explore how to view and configure a detailed report of transactions related to VAT statements by following the provided steps for efficient handling in the application.
In Sequence ERP, the VAT discount entry is generated automatically. The system creates these entries from the data extracted from purchase invoices, sales invoices, and bank statements.
1. Click on Reports in the left-hand side menu.
2. Once in the Reports section, click on Transactions related to VAT statements.
3. Start by specifying the filters you want to apply to export the report of Transactions related to VAT statements. To do this, click on the calendar icon.
4. If you wish, add a keyword filter.
5. Next, indicate the dates for which you want to export the report by clicking on the calendar icon.
6. Please specify the start and end dates for the export.
7. Optionally, you can filter by account.
8. You can filter by VAT code.
9. You can also filter by amount, by specifying a minimum and maximum amount.
10. To remove the applied filters, click on Clear filters.
11.To apply the selected filters, click on Confirm.
12. Once the filters are applied, click on the download icon to download your report.
13. You will have the option to choose between CSV, XLS, and PDF formats. Click on the format you're interested in, and the download will begin.
