Sage 300 is a well-developed software that is capable of handling the operations and accounting processes of small and medium business units. ERP software increases the company’s productivity.
In Sage 300, many useful inbuilt reports are already present including “Tax Tracking” report that helps companies in many ways. This report provides a complete listing of posted transactions capturing only Receipt type of transactions.
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Tax Tracking Report refers to the data that is fetched from AR Receipt and AR Invoice Respective Screen. Sometimes it is difficult to track posted transactions for a particular data range. To overcome this point, we have developed a report called Tax Tracking Report in Sage 300. The Report has been developed with the filter criteria given below.
Filter criteria:
- From and To Date
The user needs to select the appropriate file path, date, and then click on Export Button that user needs to export data to excel. If the date is within the selected range then only the data will be exported and if the date is not within the selected range then data will not be exported and then the system will generate the error such as Records not found.
Once the user clicks on the Export button, the excel sheet data which is in below screenshot will create new AR Receipt entries in the system. This report will provide you the data of posted transaction for a selected date range.
Below is the sample output of this report.
This report will help you to track the posted transaction of Receipt type for particular date range as Customer Name, Invoice Date, Invoice/Doc No, Receipt Amount, Receipt Date, TDS Amount, Currency, Reference No, TDS Date and Bank Account Number.
The report will directly export data in Excel format, so with the help of that user can easily sort the data whichever he/she wants.
We can customize this report & add columns as per our requirement.
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