Report for all Non Taxable Transactions

Here are the steps to see all Non Taxable Transactions:

 

1.       Navigate to Transactions > Management > Saved Searches > New

2.       Pull up Transaction Search

3.       On the Criteria tab > Standard subtab, add :

Main Line = True

Formula (Numeric) > Description = is empty > Formula = {taxtotal}

4.       On the Results tab, have the following fields: 

               Date

               Type

               Number

               Name

               Amount (Tax Total)

               Amount (Total Transactions)

5.       On the Available Filters tab, add:

               Date > Show in Footer = True

               Type > Show in Footer = True

      6.    Click Preview