Hi everyone,
I’m trying to generate a tax report in Invoice Ninja, but I want to make sure that the total amounts don’t include surcharges. Is there a way to exclude surcharges from the calculations in the report? I need a clean report that shows only the base transaction amounts without any additional charges. Any advice on how to set this up would be greatly appreciated!
Thanks in advance for your help!
Hi,
When setting up custom surcharge you can configure whether or not taxes are applied to it.
Thank you for your reply!
I think there might have been some misunderstanding.
What I’m looking to do is to exclude surcharges entirely from the totals in my report. I don’t want them to be calculated at all in the report, only the base transaction amounts. Is there a way to set up the report to achieve this?
Thanks again for your help!
It’s possible you could use the line item report since it won’t include the surcharges
Thank you!
Yes, the line item report works, and I can now see the true total for the entire last year. However, is there any option to have the report show just the totals or to group the data somehow? Or is the only way to do this manually in Excel?
Thanks again for your help!
The desktop/mobile apps supports grouping the data in the app, for the web app I believe you may need to use Excel.