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5. In Excel, determine the total number of documents (excluding the header row).
6. Repeat these steps for each document type
Commercial Invoice/Invoice received/Credit Note/Debit Note
- Navigate to Quick menu > Sales and Purchase documents list (or count each document list separately - Invoice, Invoice Received, etc) and set the Period filter
2. Configure list, set the Posted filter to display only posted documents, TRN/TIN filter - to identify B2B customers only, Taxation filter - to identify Non-tax documents (Out of scope & Export),
3. Click Output List and export the list to Excel. To simplify the exported list, uncheck the fields that are not required. In Excel, determine the total number of documents (excluding the header row).
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