Differences

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--- tax_coll:print_the_monthly_report [2020/05/29 14:21 UTC] – created matt
+++ tax_coll:print_the_monthly_report [2020/05/29 19:29 UTC] (current) – matt
@@ Line 1: / Line 1: @@
 =====Print the Monthly Report=====
+//Note: A monthly report requires collection records.//
+To learn more about collection records and monthly reports, visit the [[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].
+  - Click on [Monthly Report], and fill in the information accordingly.
+  - Once generated, click on "Print" in the top left of the screen.
+  - Print the report.