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    End-of-year tasks

    • End-of-year tasks with ezyVet

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      End-of-year reporting

      • About end-of-year reporting

      • Prepare an ezyVet site for end-of-year reporting

      • Invoice reporting for an end-of-year report

      • Payments reporting for an end-of-year report

      • Inventory reporting for an end-of-year report

      • End-of-year-reporting: General troubleshooting

    • End-of-year reporting: Prepare for the next year

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    End-of-day reporting

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End-of-year reporting

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Inventory reporting for an end-of-year report

The third general step for end-of-year-reporting is to do inventory reporting.

Note: Before you start invoice reporting, make sure that you:
  1. Complete the checks given in Prepare an ezyVet site for end-of-year reporting
  2. Complete the steps given in Invoice reporting for an end-of-year report
  3. Use the information given in Payments reporting for an end-of-year report

To get accurate inventory quantities, use the Inventory Take report.

To show cost prices of inventory products and to show inventory quantities, use the Inventory Value report.

To help get accurate inventory records, compare the output of the Inventory Take report with the output of the Inventory Value report.

The Inventory Value report has a has a Show inventory value average setting. But the report does not have a start date that you can select. Because the report does not have a start date, the Show inventory value average setting is not a good method to show average costs of inventory products. As an alternative to show average costs of inventory products, use the Purchases report. The Purchases report:
  • Show each product of a product supplier invoice for a related purchase order
  • Shows the totals for all product supplier invoices

As a result, you can use the Purchases report output to calculate the average costs of inventory products.

The Purchases report is applicable if your ezyVet site:
  1. Uses product supplier integrations to make purchase orders
  2. Receives product supplier invoices directly in ezyVet for related purchase orders

If you do not use product supplier integrations, the Product Pricing report is an alternative to get cost prices of inventory products. The cost prices that the Product Pricing report shows are ones that a practice manager set directly for ezyVet product records. The report does not show the cost prices that you possibly paid for products.

Parent topic: End-of-year reporting

ezyVet
Intermediate

Last updated: December 2, 2024

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