Sales, purchases & VAT
Reports — Sales, purchases & VAT
The Reports module provides four views available as tabs: Sales, Purchases, VAT, and Aging.
Sales
Overview of all outbound invoices for a selected period.
Filters: Date from / to, customer search (by name or OIB), Clear filters.
Columns: Invoice number, Date, Due date, Customer (name + OIB), Net (EUR), VAT (EUR), Gross (EUR, bold), Payment status.
Totals row: Invoice count, net, VAT, gross.
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 and XLSX.
VAT report
Reports → VAT report — 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.
CSV export
Export CSV downloads the table in CSV format for import into accounting software.