tax_coll:print_the_monthly_report

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tax_coll:print_the_monthly_report [2020/05/29 14:49 UTC] – matttax_coll:print_the_monthly_report [2020/05/29 19:29 UTC] – matt
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 =====Print the Monthly Report===== =====Print the Monthly Report=====
 +
 +//Note: A monthly report requires collection records.//
 +
 +To learn more about collection records and monthly reports, visit [[tax_coll:ledger_menu_form|]].
 +
 +====Step One: Create Collection Records====
 +
 +There are two ways to complete this.
 +
 +===Way One: Export Report===
 +  - From the main menu, click on [Reports].
 +  - Click on [Export Report].
 +  - Fill out the teal box accordingly; visit the [[tax_coll:export_report|Export Report]] page for assistance.
 +  - When prompted with "Create ledger entries for this report?" click yes.
 +
 +===Way Two: Create Collection Records===
 +  - From the main menu, click on [Ledger].
 +  - Click on [Create Collection Records].
 +  - Fill out the teal box accordingly; visit the [[tax_coll:get_dates_and_tax_type_form|Dates and Tax Type]] page for assistance.
 +  - Click [OK].
 +
 +====Step Two: Print Monthly Report====
  
   - From the main menu, go to [Ledger].   - From the main menu, go to [Ledger].
-  - Click on [Monthly Report], and fill in the information accordingly +  - Click on [Monthly Report], and fill in the information accordingly. 
-  - Once generated, click on "Print" in the top left of the screen+  - Once generated, click on "Print" in the top left of the screen.
   - Print the report.   - Print the report.
  • tax_coll/print_the_monthly_report.txt
  • Last modified: 2020/05/29 19:29 UTC
  • by matt