Scenario
Show Tax Amount on Custom General Ledger Report.
Solution
- Customize the General Ledger Report
- Under Edit Columns tab, add the following fields:
- Transactions > Sales Tax Item > Name
- Transactions > Sales Tax Item > Tax Rate
- Click Add Formula Field
- Click on newly added Formula Field, set fields:
- Add Grand Total = True
- Formula Type = Multiply x*y
- x = Debit
- y = Sales Tax Item: Tax Rate
- Display Negative Numbers = Absolute value (e.g. 123)
- Apply Formula to Grand Total = True
- Add fields in the Filters tab as necessary
- Click Preview/Save