Quarterly tax time is here, and I need to get a report of all YTD transactions in tax-deductible expense accounts.
Other than clicking through each account separately in the
Summary and exporting the table to Excel, or other than using the inconsistent
General Ledger Transactions report (which contains pages of additional information that would need to be pruned and which @Lubos has been talking about getting rid of anyway), what’s the best way to get the reports I need?
I think reporting is currently a weakness of Manager (although that weakness is far, far, far outweighed by Manager’s strengths in other areas). Selective account-specific reporting and selective customer-specific reporting, where the user can tick one or more accounts or customers on a list and get a report containing all transactions on those accounts, is a basic requirement for most businesses.
Custom Reports will fill this gap, once the documentation of the table and field names is made available – but that has been a very long time in coming.
Is there another workaround in the meantime?