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Year End Reports


jvriends

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I am trying to provide my accountant with a list of transactions between 2009 and 2010 for our year end. Last year, I manually entered each invoice into our accounting system.

 

If I use the reports built into WHMCS for transactions, it provides Amount in, Fees, Amount Out, and Net Amount. The only thing missing from this list is the amount of tax. Is there anyway to add this?

 

Thanks

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I apologize. After checking that report again, it looks like with a combination of both reports, I can accomplish my goal. Do you know how hard it would be to modify either report to have a single one that includes Tax and Fees?

 

Even the export to CSV does not have the Tax field.

 

The ideal way would be to have WHMCS export transactions to CSV also include the tax.

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