Reports

Reports & compliance Export to Excel / PDF

The Reports screen is your window onto everything you have entered - sales and purchases, who owes what, your VAT position, the statutory schedules the IRD expects, and an audit trail of who did what. Every report works the same way: set the filters, view, and export. This page lists them all and the filters each one offers.

How every report works

Pick a reportReports are grouped by area (Sales, Purchases, Documents, Payments, Ledgers, Stock, Statutory, Audit).
Set the filtersMost reports default to the current fiscal year. Narrow by date, customer, supplier, item, status or method as needed.
ViewThe report shows as a table with totals at the bottom.
ExportDownload the result as Excel or PDF - the export matches exactly what you filtered.

A few things that apply everywhere

All filters are optional - leave one blank to mean "all". Date ranges default to the fiscal-year start through today. Timestamps are shown in Nepal time (NPT). Audit reports are limited to the admin role; everything else is open to admins, creators and report viewers.

The filters you will see

Filter	What it does
From / To Date	The date range. Defaults to the fiscal-year start and today.
Customer / Supplier / Party	A searchable picker to limit the report to one party.
Item	Limit to a single item (item-wise and stock reports).
Status	Active or Void documents.
IRD Sync	Synced, Pending or Failed - the CBMS reporting state.
Method	Payment method - Cash, Cheque, Bank, Online, Other.
Side	On the Party Ledger: Customer (receivables) or Supplier (payables).
Fiscal Year / User / Transaction Type	Used by specific statutory and audit reports.

Sales reports

Report	What it shows	Filters
Sales Register	Every sales invoice in the period, with amounts and status.	Dates, Customer, Status
Sales Report (Item-wise)	Sales broken down by item - what sold and how much.	Dates, Customer, Item
VAT Report	Output VAT collected on sales for the period.	Dates

Purchase reports

Report	What it shows	Filters
Purchase Register	Every purchase recorded in the period.	Dates, Supplier, Status
Purchase Report (Item-wise)	Purchases broken down by item.	Dates, Supplier, Item
Purchase Book	The VAT purchase book - input VAT for your return.	Dates, Supplier
Supplier Payment Register	Payments made to suppliers.	Dates, Supplier, Method
Supplier Outstanding (AP)	What you still owe each supplier.	Supplier

Document registers

Report	What it shows	Filters
Invoice Register	All invoices with their IRD sync state - good for spotting anything not yet reported.	Dates, Customer, Status, IRD Sync
Credit Note Register	All credit notes issued.	Dates, Customer
Debit Note Register	All debit notes (purchase returns) issued.	Dates, Supplier
Sequence Gaps	Any missing invoice numbers not explained by a void - the proof of an unbroken sequence an auditor asks for.	Fiscal Year

Payment reports

Report	What it shows	Filters
Receipt Register	All customer receipts in the period.	Dates, Customer, Method
Payment Register	All payments applied to invoices.	Dates, Method
Outstanding Receivables	What each customer still owes you.	Customer

Ledgers & stock

Report	What it shows	Filters
Party Ledger	A running statement for one customer or supplier - every document and the balance after it.	Side, Party, Dates
Stock Summary	Quantity on hand per item (for items you track stock on).	Item
Stock Ledger	Every stock movement for an item over time.	Dates, Item

Statutory reports (Anusuchi / VAT)

The schedules the IRD expects, in the format they require. These are what you use at VAT-return time.

Report	What it shows	Filters
Sales Register (Anusuchi 6)	The statutory sales schedule. Includes a Status column (Active / Void / Credit Note) and a Remarks column showing the void reason.	Dates, Customer
Credit Note Register (statutory)	Credit notes in the same Anusuchi format as the sales register.	Dates, Customer
Anusuchi 5 (MV)	The Anusuchi 5 schedule for the fiscal year.	Dates, Customer, Fiscal Year
VAT Return	The summary figures for your VAT return - output VAT, input VAT and the net.	Dates
Canceled Invoices Log	Voided invoices, with the amount split into Taxable, VAT and Exempt columns.	Dates, Customer

These are your filing documents

The Anusuchi schedules and VAT Return are built straight from your invoices, credit notes and purchases - so accurate data entry through the month means the return is ready at month-end with no extra work. Cross-check the VAT Return against the Sales and Purchase VAT reports before you file.

Audit reports Admin only

Report	What it shows	Filters
Audit Log	Every action taken in the system - who created, voided, printed or changed what, and when (in Nepal time).	Dates
User Activity Summary	A per-user summary: for each user and document type, how many were created, voided, printed and so on - a quick view of who did how much.	Dates, User, Transaction Type

Use the activity summary for oversight

The User Activity Summary answers "what has each person been doing?" at a glance, while the full Audit Log is where you drill into a specific action. Filter the summary by Transaction Type to focus on, say, just credit notes or just voids.