Custom Report for India GST Return Filing

1

Hi,
I have been using Manager for about 3 months now and its really an amazing software.
But i am facing some difficulty in creating a custom report. So i request you to please help if you can.

I want a custom report which contains the following information

Report- List of Sales invoices with a particular custom field

  1. Name of customer
  2. Business Identifier
  3. Invoice issue date
  4. Invoice/Reference Number
  5. Tax Code
  6. Tax Amount
  7. Total amount/Invoice Value

Please help
Thank You

2

I just managed to get what i wanted but there is still one problem
As you can see I have created a custom field in sales invoice called “TYPE” which is a dropdown list.
Now i want only invoices containing specific items of that dropdown list custom field.
For example, if my custom field contains A, B & C, I want invoices with only A to appear

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IMAGE925×895 67 KB

3

Filtering in custom reports is done using the Where field(s).

4

Thanks for the quick response. It works now.

5

By the way, this custom report works for a B2B invoice list for Indian GSTR1 filing.

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I have created a drop down list custom field called “TYPE” in sales invoice which differentiates each invoice on the basis of B2B/B2C, Local/Inter State and Taxable/Exempted
B2B LOCAL TAX
B2B INTER TAX
B2B LOCAL 0%
B2B INTER 0%
B2C LOCAL TAX
B2C INTER TAX
B2C LOCAL 0%
B2C INTER 0%

It looks like this after creation of custom report

man img
man img1449×995 135 KB

I hope this helps other Indian GST users.

2 Likes
6

Thanks a lot

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