Gears Posted March 25, 2008 Share Posted March 25, 2008 Hello, I am meeting up with my accountant within the next few days, and I am trying to figure out the best method to present our revenue and expenses/fees in the simplest form. (US) What do you think about the following method: - Give him the Yearly Income Report for 2007 and manually add up the total expenditures and total fees (and also add the monthly payments for leasing a server because this report doesn't include it) - And give him the Transaction List (filtered to see only the payments sent within 2007) so he can have a description of all the expenses What do you guys think? Is there a better way (not using any third party software)? Thanks in advance. 0 Quote Link to comment Share on other sites More sharing options...
Gears Posted March 30, 2008 Author Share Posted March 30, 2008 bump. I have the meeting in 2 days so here's my last try. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Developer WHMCS Andrew Posted March 30, 2008 WHMCS Developer Share Posted March 30, 2008 You could try creating a custom report?? 0 Quote Link to comment Share on other sites More sharing options...
magga Posted March 31, 2008 Share Posted March 31, 2008 Try something similar to this: http://forum.whmcs.com/showthread.php?t=8211 0 Quote Link to comment Share on other sites More sharing options...
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