Invoices with Sales Taxes: Related Reports

This topic describes reports, inquiries, and forms you may want to review to gather information about AR invoices with sales taxes.

Note:

If you do not see a report or inquiry, this could mean that you have signed in to the system with a user account that does not have access rights to a form. Sign in as the admin user, or contact your system administrator.

Reviewing the Details of an Unreleased Invoice

When an invoice has not yet been released, you can review the details of the invoice by running the AR Edit Detailed (AR610500) report. When you run this report from the Invoices and Memos (AR301000) form by clicking AR Edit Detailed on the More menu (under Reports), the report shows the details of the invoice you had been viewing. You can review what GL batch the system will create when you release the invoice, which accounts will be updated by the transaction, and how the customer's balance will be affected.

When you run this report directly from the report form, you specify the needed report parameters and can view a list of unreleased invoices based on these parameters.

Reviewing the Details of a Released Invoice

Once an invoice has been released, you can review the details of the invoice by running the AR Register Detailed (AR622000) report. When you run this report from the Invoices and Memos (AR301000) form by clicking AR Register Detailed on the More menu (under Reports), the report shows the details of the invoice you had been viewing. You can review the GL batch the system created when releasing the invoice and the accounts that have been updated by the transaction.

When you run this report directly from the report form, you specify the needed report parameters and can view a list of released invoices based on these parameters.