Ability to Pull Report #10 Real Time Inventory Report by Date for End of Year Tax Reporting and Monthly Reporting | Voters

Ability to Pull Report #10 Real Time Inventory Report by Date for End of Year Tax Reporting and Monthly Reporting

Shops would like an inventory report detail, like report #10 in the CSV's, but filtered by date for End of Year Tax Reporting and Monthly Reporting.

November 4, 2020

Jeremy Maxfield-Brock

super important from an accounting perspective to have this "on demand"...not everyone has a year-end as of 12/31, there are scenarios where a shop may need this value as of any given date, not just year end.

Linsey Schreck

Shop's thoughts are that it is important to be able to run a report for a specific time frame to show the dollar amount of inventory. This is important for tax purposes, as well as, just in case someone is audited and neeneedsd a printout of how this dollar amount was calculated and not just have a screenshot of the total.

Lindsey Schocke

Merged in a post:

End Of Year Report

Mimi Chan

Please update CSV reports to have date-driven ability, instead of a "Live" up-to-date report
CSV Name:
Sku, Product Name, Brand, Style, Qty on hand, Qty Sold, Price, Cost, Size, Color

May 4, 2022

Kacie Gilworth

Shop would like there to be a daily inventory review option ( Inventory Retail Value, Inventory Cost, Customer Credits, etc) - real time AND by date

Jessica Sinclair

Yes this is important information to have. If I missed writting it down at the end of the month then my data for the month is off.

Shari Barnett

I concur with this request. We need inventory and costs based on dates not real-time for tax purposes