How to search and edit your GST report

Why:

You may need to search for specific items or make corrections to transactions within your GST report.

Steps to search for items in your GST report

1. Go to Reports > GST returns.
2. Select the relevant reporting period.
3. Scroll down to the Coded Lines section at the bottom of the report.
4. Use the filter options to search for items by:
   • Date
   • Other Party
   • Description
   • Code
   • Amount
   • GST Type
5. Click the category heading you want to filter by. A down arrow will appear, allowing you to sort the data.
6. Click the arrow again to sort in reverse order.

Steps to edit invoices or transactions directly from the GST report

1. In the Coded Lines section, find the transaction you want to change.
2. Click the View icon next to the transaction.
3. You will be taken to the associated invoice or transaction.
4. Click on +Edit.
5. Make the necessary changes within the invoice.
6. Click Save to update the record.

TIP:

Use the sort function to quickly find specific transactions that may need checking or updating.