taxcode:
In custom report terminology provides a “Where …” search term
between:
provides “From Until” functionally (which is actually also a database search so analogous to a “Where …” search term)
Managers accounting is all done at the line item level. That is where rounding to smallest legal tender occurs. Invoices, receipts/payments and all other larger entities are all collections of line items.
Any calculations in Manager are done at the line item level, so could be done within your for loop.
To get sub totals use
group_by "salesInvoices"
Then a for loop to cycle through the sales invoices
And a for loop within it to cycle through the line items
Repeat the above for purchaseInvoices and receiptsAndPayments
I had posted an example of doing this with an explanation and figures but it got deleted.
I don’t believe it is currently possible to re assemble line items into invoices directly as while all the following are accessible, the lines database table is not
- Sales invoices
salesInvoices - Purchase invoices
purchaseInvoices - Receipts/payments
receiptsAndPayments
My attempts to display them are in the test system in this post above
That type of filter is really a data display filter with the prior filters determining what is displayed when drilling down.
The data display you want I think will require some minor calculations and is not a standard display.