We have to pay B&O taxes on fees received by month regardless of when the invoice was billed. However to check my work I need to see the costs that were paid. It would be so nice if the cash receipt report would have headers that said client name/ fees/costs /total Then each line had the client's name the amount of fees they paid and the amount of costs they paid. They need to be in separate columns. See the attached for an example
How often would you use this request?
I would use this report monthly, daily. I would use this to send to clients if they asked how much they paid.