Generating statutory reports

  1. Select the Accounting Entity name and service type from the Subscriptions list.
  2. In the accordion panel, click Settings.
  3. Under Maintenance, select the statutory report to be generated from the list. Click Launch.
  4. Specify the report parameters.
    Note:  Report parameters vary depending per statutory report.

    For example, for Accounts Receivable Tax Report, specify this information:

    Accounting Entity
    This field shows the accounting organization. The field is auto-populated according to the subscription or country selection.
    Date Type Selection
    Select Invoice Date.
    Invoice Date
    Select the start/end dates for the period to be reported.
    Invoice Number
    Select the sales invoice range.
    Customer
    Select a range of customers from the list.
    Include Countries
    Select All, All Exports, Export (Inter EU), or Domestic Only.
  5. Click Generate Report.
  6. At the confirmation prompt, click OK.
    The report request has been submitted, and the output is sent to your email.