The Synexus Sales Tax Export exports sales tax data from R365 into a .csv file, which can then be uploaded to Synexus for processing.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field/Column | Description |
|---|---|
Filter By | A listing of all location categories. |
Filter | A listing of all locations associated with the selected location category. |
Start Date | The beginning date for the report. |
End Date | The ending date for the report. |
DSS Status | Whether to include information with DSS status of Approved, Unapproved, or both. |
Invoice Status | Whether to include information with invoice status of Approved, Unapproved, or both. |
Download | Click to download the Synexus Sales Tax information as a .csv file. |
Report Columns
Field/Column | Description |
|---|---|
Date | The day, month, and year associated with the data. |
Gross Sales | The gross sales dollar amount based on the DSS for this date. |
Tax Exempt Sales | All tax-exempt sales or sales where the sales category on the Sales Details has a category name like “Tax Exempt.” |
Taxable Sales | The dollar amount of taxable sales recorded on this date. |
Third Party Sales | The dollar amount total of third-party sales. This column is made up of sales tied to a sales account category of "3rd Party Delivery." |
Sales Tax Collected | The dollar amount total of sales tax collected on this date. |
Use Tax | All use tax details. This column includes data when the invoice detail is tied to a vendor with the "Use Tax" checkbox checked. |
Location Name | The restaurant location name. |
Location City | The city of the location. |
Location State | The state of the location. |
Location Zip Code | The location’s ZIP code. |