I have been asked by my local council to provide a detailed report on all invoices and purchases for my last P&L. Is there a report that will produce every invoice and purchase for a set period?
It amazes me that the P&L is good enough for HMRC but not good enough for our local council!!!
How detailed does the report need to be? There is a way to export a summary (e.g. what you see in your chart of accounts). I can certainly point you in the direction of this report if that would be sufficient?
This isnāt a scenario Iāve come across previously, so not sure if this is common?
Detailed Chart of Accounts export should give you a list of all amounts dates and invoice numbers. Thereās a lot of nested data within the invoices and there isnāt a single report that will encapsulate all this information, it would potentially be huge!
Hi There, A summary might be okay, they just wanted a copy of ,my invoices and receipts, I assume a full list of what Iāve bought and when, along with my invoices.
I have 270 purchases and 488 invoices, so thats 758 pieces of paper they want
They can have a summary and be pleased I took the effort!
Is there a way to select more than one page when you go onto something like āshow all salesā as i can only bulk select one page at a time for some reason? (possibly server resources)
You can bulk print 50 items at a time, but it really makes no sense. Aside from the obvious waste of paper, it will cost a fair bit in ink!
Itās worth trying to reason with them, they should see that printing 100s of invoices is not a sensible thing to request. Maybe check if they have one of those āThink before you print this emailā signature and use that to highlight their double standards
You may use this already, but we offer an account back up option which may help speed up your file creation:
If you run a backup, it will include a CSV file listing all your invoices, similar to what you see when you click on āSalesā in QuickFile. It can be opened in Excel so with a bit of filtering and tweaking, it may help