Reports
Make the most out of your software with accurate data driven from your reports.
By Cherry and 1 other2 authors7 articles
- Overview of ReportsA quick walkthrough over all the reports you can pull from Education Finance.
- Management Report : Column GuideLearn what the key columns in the Management Report refer to for a better understanding of your financial data.
- How to Use the Management ReportSet up Ledger Groups and use the Management Report to view period actuals vs budgets, YTD totals, and full-year projections against ledger codes.
VAT
Preview and Save details of the transactions that will be used when generating your VAT Return.
- Process a VAT 126 ReturnUse the VAT 126 return to reclaim VAT if your school is not VAT registered.
- Process a VAT ReturnUse the VAT Return process to calculate, generate, and submit your VAT claim for a selected period.
- The VAT Claimed Amount is Different to the Trial Balance VAT ValueExplains the common reasons for a discrepancy between the VAT Claimed amount and the Trial Balance VAT value on the VAT 126 report.
Month and Year End
Use these specific reports that will help you in the processing Month and Year End.