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Level 2

I'm running a find report of sales orders for a week, showing details only. I want to filter out GST lines. Anyone know how to do get rid of the GST lines from the report

I managed to get rid of the $0 lines by filtering amount >= -0.01 (which doesn't make sense, but it works) but I can't find anything that will let me hide the tax lines, which are irrelevant for my purposes.

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Best answer May 27, 2019

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Level 7

I'm running a find report of sales orders for a week, showing details only. I want to filter out GST lines. Anyone know how to do get rid of the GST lines from the report

Hello @don18 , 

 

The 'Open Sales Orders by Item' gives you the amount detail net of taxes, without you having to customize the report in any way.

 

You can also run the 'Open Sales Orders by Customer', but you would have to adjust the filters as follows:  1) Remove the Summary Only from the 'Detail Level' filter; 2) Under 'Account' filter, choose 'Multiple Accounts, Select All, then Clear your GL tax accounts (GST Payable and PST Payable) and finally; 3) under 'Amount' filter, choose =< 0.00.

 

You can also run the  'Pending Sales' report, but you would have to 1) enable Sales Orders on the Account filter; 2) Remove the Summary Only filter from the 'Detail Level' filter; 3) Under 'Account' filter, choose 'Multiple Accounts, Select All, then Clear your GL tax accounts (GST Payable and PST Payable) and finally 4) under 'Amount' filter, choose =< 0.00.

 

You can also make your own 'Custom Transaction Detail Report' and filter as follows:  1) Account filter choose 'Multiple Accounts', Select All, then Clear GST Payalbe & PST Payable; 2) Detail level filter choose 'All except summary'; 3) Posting Status filter choose 'Non-posting' and 4) Transaction Type filter choose 'Sales Order'.

 

Choose whichever you prefer, change the name as you like and save as a memorized report.

View solution in original post

3 Comments
Highlighted
Level 2

I'm running a find report of sales orders for a week, showing details only. I want to filter out GST lines. Anyone know how to do get rid of the GST lines from the report

.

Highlighted
Level 7

I'm running a find report of sales orders for a week, showing details only. I want to filter out GST lines. Anyone know how to do get rid of the GST lines from the report

Hello @don18 , 

 

The 'Open Sales Orders by Item' gives you the amount detail net of taxes, without you having to customize the report in any way.

 

You can also run the 'Open Sales Orders by Customer', but you would have to adjust the filters as follows:  1) Remove the Summary Only from the 'Detail Level' filter; 2) Under 'Account' filter, choose 'Multiple Accounts, Select All, then Clear your GL tax accounts (GST Payable and PST Payable) and finally; 3) under 'Amount' filter, choose =< 0.00.

 

You can also run the  'Pending Sales' report, but you would have to 1) enable Sales Orders on the Account filter; 2) Remove the Summary Only filter from the 'Detail Level' filter; 3) Under 'Account' filter, choose 'Multiple Accounts, Select All, then Clear your GL tax accounts (GST Payable and PST Payable) and finally 4) under 'Amount' filter, choose =< 0.00.

 

You can also make your own 'Custom Transaction Detail Report' and filter as follows:  1) Account filter choose 'Multiple Accounts', Select All, then Clear GST Payalbe & PST Payable; 2) Detail level filter choose 'All except summary'; 3) Posting Status filter choose 'Non-posting' and 4) Transaction Type filter choose 'Sales Order'.

 

Choose whichever you prefer, change the name as you like and save as a memorized report.

View solution in original post

Highlighted
Level 2

I'm running a find report of sales orders for a week, showing details only. I want to filter out GST lines. Anyone know how to do get rid of the GST lines from the report

Thanks @Rochelley 

I set up a custom transaction detail report as you detailed and was able to get exactly the report I wanted.