Discounts & Fees and Legacy Reports

[maria_fo]

We are looking to have the discounts and fees beta option be included somehow into the legacy reports for sales tax. We use Discounts and Fees on every job so when we run reports for sales tax it sounds like they are not showing up. Does anyone have any insight on this?

[LBabayan]

Hi @maria_fo, 

In case you already have the Discounts and Fees feature enabled, the best will be to run Reports 2.0 for sales tax as most legacy reports don't include needed data sets. 

Generally, the ability to include the desired data in certain reports (in case they are not originally included) depends on the package your company is using. I would recommend you contact your success manager and know about your package and possible custom reporting solutions based on the one you're currently in. 

Hope the answer is helpful 🙂