Topics containing #report

I need a simple report, which is easy to track. I need vendor, product, start date, expected date, total quantity, received quantity and pending quantity columns. 

Hi

All system generated email, including account receivable statements, ledger statements, reports and notifications are going out from one common system level account. We have three entities in the system with eight branches, totally. Three entities are independent of each other. Default email accounts for system notifications or for any other purpose need to be company specific. We cannot use single account. In fact, we would ideally want to have branch level default account. Does Tuhund have the option of setting default system email account on branch level?

Thanks in advance

Inside Tax Invoice Register Report, there is a button, "Sharing Report," which takes to another report "Tax Invoice Register :: Sharing Report." What is that report? Both reports look the same. They have the same data and the same filters. Even exported excel files look the same. 

The want Daily Bank Reconciliation record email to finance AGM directly from ERP. 

I have noticed it first time that BI Dashboard keeps auto refreshing and charts keep showing latest information. It is really a great feature. We can just keep dashboard open on one of the systems.

I would like to have the data for the individual customers.

Total claims made by the engineers against to their visit in last three years .(2017-18,2018-19,2019-20)

In Inventory Aging Analysis report there is a column for storage cost. It is showing 0 for all the items. Do we need to enable it somewhere?

I know I have been told this several times, but could you once again explain the difference between cost price and unit value in inventory. Where does cost price show and where does value show other than the reports in inventory where both show side by side. Why do we need two values at all when in our system 90% of the items both values are same?

When we elevate proforma invoice to indent order we get option to choose exchange rate between exchange rate in proforma invoice or current exchange rate where we can choose one of them. We need option to enter exchange rate manually because we use a fixed rate for reporting which we revise ourselves from time to time. For example current USD rate is 71.74, but we want to put 70.00 for all indent orders till we decide to change this rate. When we pay commission to our staff and agents, we use this rate not the actual exchange rate.

Commercial invoice register report is very detailed report which shows actual cost price (including overhead expenses) for each product in each invoice and also shows margin for each product in each invoice. We need a report with same filters and all other data same except columns of cost and margins, for our sales team who do not need to see cost and margin. Can we have this report, or can we know if it is already there?

In almost all reports of accounts receivable we have a column for finance cost. On what basis is this finance cost calculated?

Where will indent sales show in our balance sheet?

How will it appear in GST reports?

Do we have to show Indent Sales in GST?

We need to check consumption pattern of customers for different products as well as more detailed report for any product as a drill down. 

As of now our Balance Sheet is properly configured for compliance and approved by our CA. But management has a different requirement from Balance Sheet. They want to be able to use it as a control tool in real time as all the financial data is already there. How can we configure balance sheet to meet the compliance requirement as well as be useful to the management as a tool. For filing, balance sheet as well as PNL is organized under different legal entities and we have proper drill down to get balance sheet of entire organization, a particular legal business entity (company) or a branch. For management this division is not important. They need to see the classification across entities but under different dimensions.

Can we do it ourselves without help from Tuhund support so that we can do it on continual basis as and when required?

We want to get all sales records, i.e Quotations, Proforma Invoices, Tax Invoices and Indent Orders for a particular machine given to one group of companies from all our branches from 2010. How can we get this report easily.