Removed and consolidated reports in v30

Solution Properties

Solution ID:

240201101254527

Last Modified Date:

Thu Oct 02 15:10:25 UTC 2025

Taxonomy Path:

Case category//How do I...//setup/create/run a report

Author:

[email protected]

Removed and consolidated reports in v30

Description

In version 30, reports have been streamlined. This guide outlines which reports were affected and provides instructions on how to restore them if necessary.

Cause

Resolution

Restoring removed documents

Refer to our guide, download removed reports, layouts, labels, letters and templates to find out how to restore a removed document.

Consolidated documents

Refer to the table below to see which documents have been consolidated:

NOTE: The Consolidated into column shows the updated name of the report. The new report keeps the features of the old one; just choose specific criteria when generating it. For example, the Day Books Report allows you to pick the transaction type using a dropdown, eliminating the need to run multiple reports. fender

Document Name:	Consolidated into:
Flat Rate Day Books: Bank Payments (Detailed)	Flat Rate Day Books: Bank Transactions (Detailed)
Flat Rate Day Books: Bank Receipts (Detailed)
Flat Rate Day Books: Cash Payments (Detailed)
Flat Rate Day Books: Cash Receipts (Detailed)
Flat Rate Day Books: Credit Card Payments (Detailed)
Flat Rate Day Books: Credit Card Receipts (Detailed)
Day Books: Customer Invoices (Detailed)	Day Books: Customer Transactions (Detailed)
Day Books: Customer Credits (Detailed)
Day Books: Customer Invoices (Detailed). Excluding Revaluations
Day Books: Customer Credits (Detailed). Excluding Revaluations
Day Books: Customer Discounts (Detailed)
Sales Invoices (T4 Transactions only)
Sales Credits (T4 Transactions only)
Day Books: Customer Invoices (Summary)	Day Books: Customer Transactions (Summary)
Day Books: Customer Credits (Summary)
Day Books: Customer Invoices (Summary). Excluding Revaluations
Day Books: Customer Credits (Summary). Excluding Revaluations
Day Books: Customer Discounts (Summary)
Invoice Summary inc. Recurring	Invoice Summary
Invoices Not Posted
Invoices Not Printed
Recurring Invoice Summary
Profit and Loss - Quarter 1	Quarterly Profit and Loss
Profit and Loss - Quarter 2
Profit and Loss - Quarter 3
Profit and Loss - Quarter 4
List of Purchase Orders Raised (Single Line)	List of Purchase Orders Raised (Summary)
Purchase Order Status Report	List of Purchase Orders Raised (Summary)
Product Valuation (Last Purchase Price)	Product Valuation (Last or Average Purchase Price)
Product Valuation (Average Cost Price)	Product Valuation (Last or Average Purchase Price)
Product Profitability (% Based on Cost Price)	Product Profitability
Product Profitability (% Based on Sales Price)	Product Profitability
Sales Order Summary inc. Recurring	Sales Order Summary
Recurring Sales Order Summary	Sales Order Summary
Aged Reconciliation - Allocation Dates - PI	Aged Reconciliation - Allocation Dates
Aged Reconciliation - Allocation Dates - PP-PC-PA-PD	Aged Reconciliation - Allocation Dates
Day Books: Supplier Invoices (Summary)	Day Books: Supplier Transactions (Summary)
Day Books: Supplier Credits (Summary)
Day Books: Supplier Invoices (Summary). Excluding Revaluations
Day Books: Supplier Credits (Summary). Excluding Revaluations
Day Books: Supplier Discounts (Summary)
Day Books: Supplier Invoices (Detailed)	Day Books: Supplier Transactions (Detailed)
Day Books: Supplier Credits (Detailed)
Day Books: Supplier Invoices (Detailed). Excluding Revaluations
Day Books: Customer Supplier (Detailed). Excluding Revaluations
Day Books: Supplier Discounts (Detailed)
Purchase Invoices (T7 or T8 transactions only)
Purchase Credits (T7 or T8 transactions only)

Steps to duplicate