additions to reports

Michelle Pridgen's Avatar

Michelle Pridgen

Apr 21, 2020 @ 01:39 PM

Hi Eric,
2 suggestions:
  I was wondering if it would be possible to offer reports for the growers based on quarters for easier tax filing. Right now the options are 1 month 2 months ago and yearly.

Also on the sales report, you currently show sales for the growers as an amount after fees are withdrawn. Would it be possible to show 1)the full sales total, 2)your fee total 3) total sales fees? I know the math is going on in the background and those numbers would help with my Market accounting.
Thanks! Michelle

  1. Support Staff 1 Posted by Eric Wagoner on Apr 21, 2020 @ 02:03 PM

    Eric Wagoner's Avatar

    The IRS lets businesses define their own tax year and quarters, and there's no way I can know what those are for each grower. However, the yearly CSV has all the information and that can be loaded into Excel or Google Sheets or any spreadsheet or accounting software and sliced however they want.

    What sales report are you referring to? If you mean the grower sales report, the growers don't pay my software fee -- the market does -- so there's no reason for the grower to see that. You might recoup that as part of your table fee, along with all the other expenses of running your market, but the growers don't see that breakdown.

  2. 2 Posted by Michelle Pridge... on Apr 21, 2020 @ 02:19 PM

    Michelle Pridgen's Avatar

    Okay, I see your point. However, can you add the line in red to the sales
    report in the view open orders section?

    Baywood Forest Jane Christensen -- 276-613-1388
    Actual sales (pre-fee whatever) total $32
    2 x Jalepeno Cheddar Baguette (each) for $9.70 1 x Organic Cilantro (bunch)
    for $0.97 1 x Organic pasture raised Chicken Eggs (per dozen) for $3.88 1 x
    Pretzel Loaf (each) for $4.85 1 x Sweet Spring Lettuce (8 oz.) for $3.88
    Total Sales: $23.28 Account Balance: $0.00 Total Due Grower: $23.28
    Make checks out to: Cameron Christensen

  3. Support Staff 3 Posted by Eric Wagoner on Apr 21, 2020 @ 02:21 PM

    Eric Wagoner's Avatar

    The colors didn't get saved when you posted that. Which line is red?

  4. 4 Posted by Michelle Pridge... on Apr 21, 2020 @ 02:33 PM

    Michelle Pridgen's Avatar

    The 2nd line- Actual sales (pre-fee whatever) total $32

  5. Support Staff 5 Posted by Eric Wagoner on Apr 26, 2020 @ 03:34 PM

    Eric Wagoner's Avatar

    Done!

  6. Eric Wagoner closed this discussion on Apr 26, 2020 @ 03:34 PM.

  7. Michelle Pridgen re-opened this discussion on Apr 26, 2020 @ 05:33 PM

  8. 6 Posted by Michelle Pridge... on Apr 26, 2020 @ 05:33 PM

    Michelle Pridgen's Avatar

    Awesome! Thanks very much.
    Michelle

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