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Jun 7, 2019 11:36 AM UTC
Question

Can I customise management reports for cash or accrual. our file reports on accrual for tax but cash for gst. all my mment reports are showing as cash reports ?

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1 reply

RenjolynC
Jun 7, 2019 12:43 PM UTC

Hi there. pkbarr.

 

Yes, you can change the accounting method to either cash or accrual. But, you can't select both of them in one report. 

 

As a workaround, you can run a separate management report with cash as the accounting method.

 

Here's how to do it:

  1. Go to Reports on the left panel.
  2. Search the management report.
  3. Select the Report period, and choose the Accounting Method as Cash.
  4. Click the Save Customization button.

Once done, you can access this report in the Custom Reports tab. 

 

I've got this article that explains more about changing your accounting method.

 

If you need anything else, feel free to post your comment on this thread. Thanks.