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userdocs:travelwise:reporting:finance:vat_report [2013/06/19 08:41] 127.0.0.1 external edit |
userdocs:travelwise:reporting:finance:vat_report [2014/02/03 19:50] (current) dokuwiki_sync |
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| **Navigation:** //Reports -> Finance Reports -> VAT report// | **Navigation:** //Reports -> Finance Reports -> VAT report// | ||
| - | **Selection Criteria:** | + | ====== Purpose ====== |
| + | To get VAT statistics per invoiced products. | ||
| + | |||
| + | ====== Selection Criteria ====== | ||
| * Fee Region; | * Fee Region; | ||
| - | * Period (From–To); | + | * Date (Invoice/Departure) |
| - | * Date (Invoice/Departure) - affects period, is counted as Invoice Date or Departure Date); | + | * Date (From, To); |
| - | * Category (Product/Product category); | + | * Output (Totals Only/All Invoices); |
| - | * Output (Totals only/All invoices)*. | + | * Category (Product/Product Category). |
| + | {{:userdocs:travelwise:reporting:finance:vat_report_c.png?nolink|}} | ||
| - | **Note** | + | ===== Note ===== |
| - | 'Category' becomes disabled if 'All invoices' is chosen, because this criterion is not taken into account for 'All invoices' report. | + | //'Category'// becomes disabled if //'All invoices'// is chosen, because this criterion is not taken into account for 'All invoices' report. |
| - | ***** | + | **If //'Totals only'// is set:** |
| - | **If “Totals only” is set:** | + | |
| first grid is if 'Product' selected, second - 'Product category'. | first grid is if 'Product' selected, second - 'Product category'. | ||
| - | Logic: all invoice lines which fit date and feeRegion are grouped by product/category, schema and VAT%. | + | Logic: all invoice lines which fit date and FeeRegion are grouped by product/category, schema and VAT%. |
| Logic of FeeRegion criteria is similar to the logic which is used when VAT rules are applied. | Logic of FeeRegion criteria is similar to the logic which is used when VAT rules are applied. | ||
| **If “All invoices” is set:** | **If “All invoices” is set:** | ||
| - | * Sell price is shown without VAT always (VAT is discounted from sellprice); | + | * Sell price is shown without VAT always, i. e. VAT is deducted (SellPrice-VAT); |
| - | * Profit is Sell-ExpPrice (both without vat). | + | * Profit is Sell-ExpPrice (both without VAT). |
| + | |||
| + | ====== Data Output ====== | ||
| + | * Fee region; | ||
| + | * Departure (date Invoice/Departure); | ||
| + | * Date from; | ||
| + | * Date to; | ||
| + | * Output (Totals Only/All Invoices). | ||
| + | |||
| + | ====== Report Template ====== | ||
| + | {{:userdocs:travelwise:reporting:finance:vat_report.png?nolink|}} | ||
