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End of Day Report
Posted: Fri May 31, 2024 1:43 pm
by Dan Cole
What is now many moons ago I developed an end of day report to generate that necessary data my accounting software (QuickBooks) needed to produce tax remittance reports, an income and expense statement, as well as a balance sheet for review by my accountant and subsequent tax reporting. I developed this way back on a very old version of osC and managed to keep it up to date and working as far along as Phoenix 1.05.00. It is now time for a major updated to keep up with Phoenix and I'm wondering if anyone else has developed a simular report in recent verions of Phoenix or how they might be handling the accounting requirements?
What are you doing in this regard?
Dan
Re: End of Day Report
Posted: Fri May 31, 2024 3:10 pm
by Dan Cole
Thought I'd check the addon area and discovered the Zipur Reporting Tool which I've since purchased. It looks like a fantastic starting point for rebuilding my End of Day report as well as other reports. It is early days, but I'm loving it!
Dan
Re: End of Day Report
Posted: Fri May 31, 2024 3:15 pm
by heatherbell
Dan Cole wrote: ↑Fri May 31, 2024 3:10 pmZipur Reporting Tool
Yes, we've used it since first helping Zipurman test it. It does all you need and more. Zipurman was also helpful in coming up with additional reports required.
Re: End of Day Report
Posted: Fri Jun 07, 2024 4:57 pm
by Dan Cole
Yes, we've used it since first helping Zipurman test it. It does all you need and more. Zipurman was also helpful in coming up with additional reports required.
Thanks Robert. I've started developing a few simple reports and I think the Zipur Reporting Tool will do all that I need. I'm also comforted by the fact that I can get Preston to jump in if needed. This looks like a great Reporting Tool that no one should be without.
Dan