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Flat rate VAT, all transaction CSV export

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Nick

06 Mar, 2013 07:50 AM

Hi Matthew/Karen

I'm looking at whether to use EasyBooks - I found it incredibly intuitive and easy to set-up starting position for my business. However I do have a couple of queries.

Flat rate vat scheme - I put in a sale of £100, so £120 invoice value and settled it in cash via Bank/Customer. With flat rate setting at 10%, the VAT Report correctly shows £10 owing to HMRC, however both P&L and Balance Sheet are wrong as show £100 sales ( should be £110) and £20 Vat liability ( should be £10). Is this something you're able to fix quickly?

I love the Dropbox backup/restore and option for online sync add-on, but as well as this would like to be able to export all transactions as a CSV for analysis/own report production in Excel. Is this possible?

Thanks

Nick

1. Support Staff 1 Posted by Mark on 06 Mar, 2013 09:24 AM

   

   Hi Nick,

   I'm glad you like it!

   Yes, you can export to CSV files, if you go to the reports section and select transaction list and you can use the action button to save these to a CSV file.

   I'll pass your other query about the VAT onto the team,

   Thank you for letting us know,

   Karen

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2. 2 Posted by Nick on 06 Mar, 2013 09:39 AM

   

   Karen

   When I hit Transaction Report I just get "Please select an account" and I want to be able to export all transactions from all account as a simple CSV file in one shot. Is this possible.

   Thanks for passing on the Flat Rate query - hope to hear from the technical team soon.

   Nick.

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3. Support Staff 3 Posted by Mark on 06 Mar, 2013 12:19 PM

   

   Ahhh, I see. I think the audit report would be the best for this then.

   Sorry, it doesn't do all accounts at the same time.

   Karen

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4. 4 Posted by Nick on 06 Mar, 2013 12:34 PM

   

   Audit reported sorted in Excel works fine for me - thanks!

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5. Support Staff 5 Posted by Mark on 06 Mar, 2013 02:09 PM

   

   Brilliant, glad we got there in the end!! Happy filtering!

   Karen

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6. 6 Posted by Nick on 25 Apr, 2013 10:03 AM

   

   Hi Karen - any update on the Flat Rate VAT problem from the team? Nick

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7. Support Staff 7 Posted by Mark on 25 Apr, 2013 08:41 PM

   

   Once you file your VAT return, the flat rate VAT is transferred into your accounts as income.

   To file the VAT return(s), see http://easybooksapp.com/reports/vat

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8. Mark closed this discussion on 26 May, 2013 08:23 AM.