Balance Analysis Report Update

05/22/23 Added Columns for Displaying Tax Amounts

Escrito por Rubén Mosqueda Herrera
Actualizado hace más de una semana

Balance Analysis Report will now include tax information that will let users find out totals before taxes and tax amounts for each invoice listed in the results.

This improvement not will let users see the invoice subtotal and tax totals (if apply) but also to match these amounts with the Invoice Total Amount for every line of this report. See more details below.

If you go to Balance Analysis Report and perform a search according to the parameters chosen, you will see on Search Results two new columns (between Currency and Invoice Total Amount columns), which are the following :

  • Subtotal (Total before taxes).

  • Tax (tax amounts, negative or positive values that depend on nationality rule).

If you download this report, these same columns will appear as in results :

Click on the image to open the full report sample :

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: May 22, 2023.

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