Are you using an API connection? To ensure that process numberings and postings occur in the correct fiscal year, you can perform API calls to check which fiscal year the API user is currently in and to switch fiscal years. This article contains an example API call for both situations.

VAT filing is a recurring activity that can be done faster and easier thanks to technological advancements. By linking with Digipoort, you can send VAT returns digitally via MKG with just one click. How this works is explained in this article.

The standard report 'Condensed Period Balance Sheet' shows the balances of the general ledger accounts for the selected period at the chosen consolidation level in the selected fiscal year.

The standard report 'Invoice Lines Revenue this Year' is used to display the invoice value of all invoice lines for the selected fiscal year. It is grouped by the chosen period (week/month/quarter) and by sales group.

The standard report 'Hours per Employee/Operation Overview' displays the hours of an employee/operation in the current fiscal year. For an employee, the hours are also broken down by standard hours, overtime, and hour type.

The standard report 'Result per Customer based on Production Order' shows the pre-calculation and actual cost amounts and times of all production orders that have been reported financially ready in the current selected fiscal year. It provides a breakdown by material, operations, and outsourcing. The report is grouped by customer.

The standard report 'Revaluation List' provides an overview of the revaluation of inventory items within a selected period. It provides insight into the cost components such as material, man hours, machine costs, and outsourcing for each item and batch number, and calculates the total revaluation amount. The data is grouped by inventory group and includes subtotals and total amounts per component and total value. The report supports financial control and adjustment of inventory valuation.

The standard report 'Result Comparison' shows a comparison of the financial results at the general ledger level compared to the budget and the previous fiscal year. It compares the actual balances with the budgeted amounts per category, calculates variations and ratios. These variations are presented at different detail levels (sub 1, sub 2, total). The report is intended to provide insight into where the actual costs or revenues deviate from expectations, including the option to include period 99 in the analysis.

The standard report 'Order Intake Order Lines this Year' displays the order intake of order lines within the current year. It groups the data by week, month, or quarter, depending on the selected setting. Additionally, it provides insight into the total order value, optionally broken down by sales group. The report includes a visual representation in the form of a bar chart to show trends in order intake over time.

The standard report 'Hours per Employee per Hour Type' displays two graphs showing the distribution of worked hours per hour type per employee in the selected fiscal year. The top graph shows the number of hours per hour type, and the bottom graph shows the percentage distribution.

The standard report 'Occupancy per Operation' displays the following charts: the distribution of hours by hour type for the current fiscal year, the distribution of hours by operation groups for the current fiscal year, and the percentage distribution of operations by hour type. A separate chart is shown for each hour type.

The standard report 'Inventory Value List on Reference Period' shows the value of the inventory for the chosen fiscal year and period. It provides insight into stock movements per item, batch number, or general ledger account within a selected reference period. The data can be displayed per item or text line and are grouped by general ledger account. Additionally, a pivot table is shown with totals and an overview of the inventory amount per group. The report is intended to support financial accountability and control of inventory valuation.

The standard report 'General Ledger Card Period Amounts' shows an overview of the transactions per general ledger account for the selected period in the currently chosen fiscal year. It displays the transaction document no., description (creditor), debit and credit amounts, and the balance after each transaction.

The standard report 'Order Result per Period' shows the order result for the current fiscal year, including cost prices, revenue, and margin per invoice line. It provides insights into the added value and margin per order line, broken down by components such as man-hours, machine costs, materials, and outsourcing. The data is grouped by debtor and includes totals and percentages per cost type. The report supports the analysis of sales order profitability over time.

The standard report 'WIP at Reference Period' displays the work in progress (WIP) within a selected period, broken down by cost components such as man hours, machine costs, materials, and outsourcing. The data is grouped by production order line and general ledger account, with totals per group and summaries per production group. Additionally, the report includes a pivot table with WIP values per production group, providing insights into the composition and distribution of work in progress within a financial period.

The standard 'General Ledger Journal' report provides an overview of all financial transactions based on journal entries.

"The field 'To General Ledger Account' has not been entered for account '%1' which is required for a profit & loss account." Why do you receive this message and what can you do to resolve it?

With the standard dashboard 'Debtors Budget Control', you gain insight into the extent to which the set budgets for your debtors are being achieved.

The standard dashboard 'Customer Analysis All Fiscal Years' is opened per customer and provides insight into various key figures of the customer, such as the number of quotes and orders, delivery reliability, the number of payments and outstanding items, and the result.

With the standard dashboard 'T-Balance', the ratio between equity and liabilities can be quickly and easily assessed, providing insight into the financial health of your company. The dashboard helps identify potential financial issues and determine liquidity and solvency.