The reports on VT are basic, and occasionally to customise a report, you need to copy into Excel and manipulate the figures
Depending how you set up VT, the first report could be pulled out by the following. Ffrom the top menu bar go to Display > Transactions Report, then deselect all and select Petty Cash Payment. That gives individual item payments, if you used the Petty Cash Payment Option.
There are other options depending how VT is set up.
The other report could be exported to Excel by opening Excel. Then in VT hold down Ctrl and click on the SIN button on the menu bar. You will see a list of all sales transactions (you can select a date range before Ctrl+SIN, at the bottom using the Year and period settings. Otherwise it defaults to the entire current year). Once you have the data in VT, click the Copy button the top menu, this copies the report. Then go to Excel, and paste. this should copy the report into Excel. Once there you can sort, group, and total accounts, as required.
Thanks Bill, I'll have a go a both of those and see what works out the best. Can I ask you another VT question, how do you enter a purchase invoice that has both vatable and non vatable items on it? I have been posting the invoice twice, once with the vatable items and again with the non vatable items. I think this is going to be a nightmare when I come to reconcile the bank. DO you know of a better way to so this?
