{"id":18421,"date":"2018-03-27T06:13:28","date_gmt":"2018-03-27T06:13:28","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=18421"},"modified":"2024-03-27T04:37:31","modified_gmt":"2024-03-27T04:37:31","slug":"tax-tracking-report","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/","title":{"rendered":"Tax Tracking Report in Sage 300"},"content":{"rendered":"<p>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\u2019s productivity.<\/p>\n<p>In <a href=\"https:\/\/www.sagesoftware.co.in\/product-sage-300-erp\" target=\"_blank\" rel=\"noopener\">Sage 300<\/a>, many useful inbuilt reports are already present including \u201cTax Tracking\u201d report that helps companies in many ways. This report provides a complete listing of posted transactions capturing only Receipt type of transactions.<\/p>\n<p><strong><em>New Stuff:\u00a0<\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/22\/adding-code-to-avoid-print-issues-in-sage-300-manufacturing-issuance-customized-screens\/\" target=\"_blank\" rel=\"noopener\">Adding Code to avoid Print issues on Manufacturing Issuance Customized Screens in Sage 300<\/a><\/p>\n<p>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.<br \/>\n<u>Filter criteria:<\/u><\/p>\n<ul>\n<li>From and To Date<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/PC1-3.png\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-18422 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/PC1-3.png\" alt=\"\" width=\"415\" height=\"179\" \/><\/a>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.<\/p>\n<p>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.<\/p>\n<p>Below is the sample output of this report.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/PC2-2.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-18423\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/PC2-2.png\" alt=\"\" width=\"698\" height=\"172\" \/><\/a>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.<\/p>\n<p>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.\u00a0We can customize this report &amp; add columns as per our requirement.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>\u00a0a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>\u00a0offers unique GUMU&#x2122; integrated solutions of\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\" rel=\"noopener\">Sage 300 with Sage CRM,<\/a>\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noopener\">Salesforce.com\u00a0<\/a>and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\" target=\"_blank\" rel=\"noopener\">Magento eCommerce<\/a>\u00a0along with Sage 300 Migration from\u00a0<a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\" target=\"_blank\" rel=\"noopener\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\" target=\"_blank\" rel=\"noopener\">Sage 300 customization and development services<\/a>\u00a0and integration service for applications such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\" target=\"_blank\" rel=\"noopener\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services \u00a0to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\" target=\"_blank\" rel=\"noopener\">GreyMatrix<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\" target=\"_blank\" rel=\"noopener\">Document Attachment<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\" target=\"_blank\" rel=\"noopener\">Document Numbering<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\" target=\"_blank\" rel=\"noopener\">Auto-Bank Reconciliation<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\" target=\"_blank\" rel=\"noopener\">Purchase Approval System<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\" target=\"_blank\" rel=\"noopener\">Three way PO matching<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\" target=\"_blank\" rel=\"noopener\">Bill of Lading<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\" target=\"_blank\" rel=\"noopener\">VAT for Middle East<\/a>.<\/p>\n<p>For more details on Sage 300 and 300c Services, please contact us at\u00a0<a href=\"mailto:accpac@greytrix.com\" target=\"_blank\" rel=\"noopener\">accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2019s productivity. In Sage 300, many useful inbuilt reports are already present including \u201cTax Tracking\u201d report that helps companies in many ways. This report provides a complete listing of\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[909,2807,2827,2829],"class_list":["post-18421","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-excel-report","tag-tax-authority-in-sage-300-erp","tag-tax-summary-report","tag-tax-tracking-report"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tax Tracking Report for Sage 300<\/title>\n<meta name=\"description\" content=\"This report contains a complete listing of posted transactions that solely include receipts.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax Tracking Report for Sage 300\" \/>\n<meta property=\"og:description\" content=\"This report contains a complete listing of posted transactions that solely include receipts.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2018-03-27T06:13:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-27T04:37:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/PC1-3.png\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/\",\"name\":\"Tax Tracking Report for Sage 300\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/PC1-3.png\",\"datePublished\":\"2018-03-27T06:13:28+00:00\",\"dateModified\":\"2024-03-27T04:37:31+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\"},\"description\":\"This report contains a complete listing of posted transactions that solely include receipts.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/PC1-3.png\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/PC1-3.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/27\/tax-tracking-report\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Tax Tracking Report in Sage 300\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\",\"name\":\"Sage 300 ERP \u2013 Tips, Tricks and Components\",\"description\":\"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. 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