Sales, purchases & VAT
Reports — Sales, purchases & VAT
The Reports module provides multiple views available as tabs: Sales, Purchases, VAT, Receivables, Payables, Payments, Partner Card and Cash Flow.
Sales
Overview of all outbound invoices for a selected period. Switch between three views using the buttons in the top-right of the filter bar.
Filters: Date from / to, customer search (by name or OIB), Clear filters.
By invoice (default)
Columns: Invoice number, Date, Customer (name + OIB), Net (EUR), VAT (EUR), Gross (EUR), Payment status.
Totals row: Invoice count, net, VAT, gross.
Export: CSV, XLSX and PDF.
By product
Groups all line items from invoices in the selected period by article.
Columns: SKU, Name, Qty, Net (EUR), VAT (EUR), Total (EUR).
Export: CSV and XLSX.
By VAT rate
Groups amounts by VAT rate from each invoice’s VAT summary.
Columns: VAT rate, Tax base (EUR), VAT (EUR), Total (EUR).
Export: CSV and XLSX.
Purchases
Overview of all inbound invoices for a selected period.
Filters: Date from / to, Approval status (All / Pending / Approved / Rejected).
Columns: Invoice number, Date, Due date, Supplier (name + OIB), Net (EUR), VAT (EUR), Gross (EUR), Approval status.
Export: CSV, XLSX and PDF.
VAT report
Reports → VAT — Summary of taxable turnover and VAT for a selected period.
Filters
| Filter | Description |
|---|---|
| Fiscal year | Select the business year |
| Month | January–December or Full year |
| Include drafts | Checkbox — includes unfinalized invoices |
Report content
Summary: Total tax base, total VAT, total invoice count for the period.
By VAT rate table:
| Column | Description |
|---|---|
| VAT rate (%) | 0%, 5%, 13%, 25% |
| Tax base | Amount excl. VAT |
| VAT amount | Calculated VAT |
| Invoice count | Number of documents at that rate |
Individual invoices table: Invoice number (links to detail), Customer, Date, Business process, base and VAT columns per rate (dynamic), row total.
Export
Export CSV downloads the table in CSV format for import into accounting software. PDF export is available via the PDF button in the filter bar.