In this blog we are going to discuss about the new custom “Invoice Summary Report” which we have developed for one of our customers. This is showing the summary of the OE Invoices posted within selected date range.
New Stuff: Customized Gl transaction Listing Report
The user interface for “Invoice Summary Report” is as displayed below. The report data will be produced as an MS-excel exported file based on the user-specified invoice date range. Please refer the screenshot of the user interfaces for “Invoice Summary Report”.
- As you can see in above screenshot user will be able to specify ‘From’ and ‘To’ date on the basis of which Invoices get filtered by comparing Invoice date.
- Lastly provided the “Browse” button to select excel file location and name to which data to be exported.
Working of the report:
- Report will export the data on the basis of user specified input from the user interface.
- Along with this report will display Customer wise and Salesperson wise subtotals and grand total at the end.
- Please find below screenshot of exported file.
- As displayed in the screenshot above the report displays Extended Amount for invoice and its extended cost i.e. “Cost of Goods Sold”.
- Report will calculate the profit as Extended amount – COGS
- Profit percentage will be calculated as Profit/ Extended Amount * 100.
So this report would be helpful to review the invoices on few clicks.
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