UCM

 

 

UCM Newsletter - Finance Taxes and Finance Reports

Date: 01/10/2013

Just a quick email to let everyone know that we are working on new "Tax" reporting features for UCM.

Finance Tax:

You can now add taxes to Finance items, as shown in this screenshot:

Tax Report:

Version 1 of the tax report is now available, this can be viewed in the online demo by clicking here:

http://ultimateclientmanager.com/demo/finance.finance/statistic.statistic_tax/

This will show a tax summary of all items from the normal "Transactions" tab. Scroll to the bottom to see the summary. 

Please head over to the forums if you have any suggestions on ways we can improve this new tax reporting feature:
http://ultimateclientmanager.com/forums/forum/feature-requests/ 

Invoice Expenses:

And you can also add Finance Items underneath an invoice now, as shown here:

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Thanks,
dtbaker