HeyJup's avatar
HeyJup
11 years ago
Status:
Open

Dashboard: Show previous GST Payment/Refund amounts

 One of the most useful items to me with the previous Dashboard in Live Accounts was the PAYG and GST estimates  which would update themselves automatically as you allocated transactions in accounts....
Setup
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Rob37's avatar
Rob37
Cover User
9 years ago

Hi,

 

Can there be an option to show GST owed for the previous quarter rathat than what is accruing in the current quarter?

 

When it comes time to finalising the BAS that is falling due it would be good to see the previous quarter total there.

 

Cheers,

Rob

 

  • Hello's avatar
    Hello
    Cover User
    9 years ago

    Currently the "GST to pay" widget on the dashboard, resets each quarter, even though you may not have paid your GST for the previous quarter yet.

     

    That means it's understated for about 28 days, 4 times a year....i.e. a third of the year (if you don't pay until due date each month)

     

    The "PAYG and Super" widget doesn't work like this. It's a running total, which reduces when it's paid.

     

    Can this please be made consistent between the two widgets?

     

     

    • BryceT's avatar
      BryceT
      Cover User
      9 years ago

      This is a great idea and a huge frustration for me!

       

      I suggest that it is made consistent but perhaps have the option to display it either quarterly or annually. I prefer it to be annually but others may like it quarterly.

       

      Either way, if it isn't consistent it's not usable information.

    • ShieldBooks's avatar
      ShieldBooks
      Experienced Cover User
      9 years ago

      I think it should contain a date range instead there so you can adjust back to the next quarter at a glance (becuase it ticks over and changes) before the GST is actually reported etc

  • AlanT's avatar
    AlanT
    Ultimate Partner
    9 years ago

    Rob37

     

    Hi Rob,

     

    I agree totally.  I have many clients who look at the figure on the dashboard and think that is what they currentlly owe the ATO and I keep having to remind them to just ignore the number on the dshboard as it is not correct.

     

    Alan

  • Sandecker's avatar
    Sandecker
    Cover User
    9 years ago

    Just adding my support for this change.

     

    I was using the dashboard as an indication of what was owed to the ATO etc.  Surely it should show the total GST liabilities, not just the GST for the current quarter.  For example, a total number (just like the PYAGW and Super) which has a down arrow - on expansion it shows previous quarter balance and current quarter balance.

     

    regards

    Lucas

  • TanyaBennett's avatar
    TanyaBennett
    Experienced Cover User
    9 years ago

    I agree.

    Essentials is used by all people, not just bookkeepers & accountants. These normal tradies dont understand how to go & look for the liabilities, etc, they want to be able to have a look at the dashboard & get an indication for their cash flow.

    Regards

    Tanya

  • andrewbourner's avatar
    andrewbourner
    Cover User
    9 years ago

    Also, an option to turn this GST section off on the dashboard would be nice too.

     

    Regards,

     

     

    Andrew.