WooCommerce Accounting Report

Beschrijving

This is the report that will make your accountant happy!

You will find the report in the WooCommerce->Reports section (if you need a country specific report, please contact us and we will add what is needed)

The report is working with WPML and Polylang and will specify the fee part for Stripe payments (if you have a payment plugin storing data on orders and you want it in the report, please contact us)

Configuration can be found at WooCommerce->Settings->Accounting Report

The configuration that can be done id:

Report country – Currently the generic report is the only selection.

Base the report on status – The report can be based on the date when orders are set to the ‘Completed’ or ‘Paid’ status. Select based on your workflow accounting process.

Tax Class for refunds – Somnetimes refunds in WooCommerce can be done wihtout specifying a tax class. Select what tax class to use at that point.

Treat all sales as local – If you do want the report to list all sales as local rather than grouping.

Send bug reports or suggestions to hello@bjorntech.com

Beoordelingen

11 augustus 2021
Excellent reports from the online store, just what is needed for my accountant. Have some ideas for improvement, will submit them...
22 december 2021
Exactly what my accountant needs! I would add another star if it could be automatically email the export every month. Super fast support
15 maart 2021
Hey there, Just wanted to say thank you! Folks in Finland have been looking for a great and simple solution for accountants for a couple of years already. Your plugin does exactly what has been a hassle to do previously! One thing that could be added would be a monthly email straight up for the accountant so that they can just do the bookings 🙂
18 september 2020
I stumbled upon this plugin while looking for a way to distinguish VAT according to country for my Woocommerce orders. I'm usually careful to avoid plugins with low take-up and no reviews, but this seemed to offer exactly I was looking for and more. My accountant could only offer a spreadsheet solution but this has saved me from that unecessary effort! I can filter according to completed order or completed payment and it also distinguishes the zero rated payment gateway fees from Stripe. This plugin has removed the pain from VAT accounting. I totally recommend it 🙂
Lees alle 6 beoordelingen

Bijdragers & ontwikkelaars

“WooCommerce Accounting Report” is open source software. De volgende personen hebben bijgedragen aan deze plugin.

Bijdragers

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Changelog

= 2.1.4
* Tested with WordPress 6.1 and WooCommerce 7.3
= 2.1.3
* New: Added option to base the report on status created
= 2.1.2
* Tested with WooCommerce 6.1 and WordPress 5.9
* Fix: Option to use space as thousand separator was not working.
* Fix: In some cases refund values where calculated wrong in the totals.
= 2.1.1
* Fix: CSV export not working
= 2.1.0
* Tested with WordPress 5.8 and WooCommerce 5.5
* Fix: Stripe fee was not formatted as a number, causing problems when importing csv to excel.
* Fix: Various layout changes.
* Fix: Change of refund handling, fixing an issue where taxes where not handled correctly in refunds.
* Fix: Error in total amount when tax-rate was missing in an order.
= 2.0.0
* New: Various layout changes
* New: added the possibility to use parts of the report separately.
* Fix: Using ‘_billing_vat_number’ as default instead of ‘_vat_number’
* Fix: Error in VAT calculation if the order contained products with more than one TAX-rate.
* Fix: The logging function did sometimes cause errors.
* Fix: Changed VAT to Tax in order to be in line with WooCommerce terminology.
* Fix: Only the first tax rate was shown for an order.
* Fix: Added the possibility to select order statuses to be included in the report.
* Verified to work with WooCommerce 5.1 and WordPress 5.7

1.1.3

  • Fix: Changed readme.txt to reflect that the plugin is compatible with WC 4.4 and WP 5.5

1.1.2

  • Fix: Changed readme.txt to reflect that the plugin is compatible with WC 4.2 and WP 5.4
  • Fix: Changed support e-mail.
  • Fix: Changed author to BjornTech AB

1.1.1

  • Fix: Some refunded orders where showing up both at creation date and payment completed date.
  • Fix: Differences in calculated order value vs recorded does not show if 0 when rounding with site decimals

1.1.0

  • New: Currency conversion if sales is done in currecy that is not the base currency.
  • Fix: Report is crashing if it can not find a tax rate on a refund, now it is using the tax rate specified in the settings.

1.0.1

  • Fix: Refunded orders was duplicated in some cases

1.0.0

  • First public release