VAT reports with multiple projects (Tags)

John Menzies's Avatar

John Menzies

17 Jan, 2025 12:16 PM

This comment was split from the discussion: Improve register window scroll positioning when search text box is cleared

I made a couple of suggestions in the forum that really impact the functionality of Moneydance for more sophisticated users - especially when using VAT. Issues with VAT reporting and being able to use VAT reports with multiple projects (Tags). The tags work really well and I use them extensively - but with one project where VAT is very important – the cashflow reports show only net amount not the total and the VAT report does not allow filtering by project. The work around is to export the data and edit in Excel - which is very time consuming.

If you can fix these then I might avoid the horror of moving to a more sophisticated accounts package - which I surely do not wish to do - oh the horror of it.

I would suggest that these two amendments would really enhance MD - and the changes are pretty minor.

  1. Support Staff 1 Posted by Maddy on 17 Jan, 2025 12:23 PM

    Maddy's Avatar

    Hi John,
    Thank you for contacting Moneydance support.

    I've created a ticket in our ticketing system with your suggestion that I've attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. We will post on this thread when there are further developments on this topic.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by John Menzies on 19 Jan, 2025 09:23 AM

    John Menzies's Avatar

    Maddy, Thanks I appreciate that. Any thoughts from others using MD with VAT/GST?

  3. 3 Posted by Stuart Beesley ... on 19 Jan, 2025 11:20 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    following…

  4. 4 Posted by Stuart Beesley ... on 19 Jan, 2025 11:23 AM

    Stuart Beesley (Mr Toolbox)'s Avatar
  5. System closed this discussion on 20 Apr, 2025 11:30 AM.

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