Report with Tasks and Products separated in invoices

Self-Hosted | v5
1

Hi there,

I’m trying to make a report for my accounting and I can’t find a way to do it.

I need the report for my taxes and I have two differents taxes that I need to pay to Swiss TVA.
Product = 1.6%
Tasks = 6.8%

I am seeking a comprehensive report that includes the following details:

  1. Total Amount of the Invoice
  2. Breakdown of Products and Tasks Included in the Invoice for a specified time period.

I previously attempted to generate separate reports for products and tasks; however, I encountered issues due to the presence of recurrent invoices. Additionally, there are instances where certain products or tasks are not registered, and I am unsure of the reasons behind this.

Someone could help me with that?

2

Hi,

The invoice item report includes all line items from the invoice but I don’t believe it includes the invoice total amount.

3

Hi @hillel ,

Yes… that could work… but, I can’t find a field with the information about if it’s a Task or Product, can you tell me if there is one?

4

I’m not sure, it may be called type or type id. If it isn’t there feel free to create an issue on GitHub to request that it’s added.

5

I checked, there’s nothing to identify if it’s a Task or a Product.

I’ll create an issue on GitHub…

Thanks

1 Like