The Transactions Dashboard includes helpful high-level graphs as well as detailed reports on your inventory, position and accounting.
Attache Purchases Report
The two reports here can be uploaded into Xero in order to integrate the data within the platform to your accounting software.
Attache Sales Report
They are split into your Purchases and Sales, and when exported from the platform match the required upload format to integrate into Xero.
Contract Acceptance Report
This report shows those Contracts using Contracts terms enabled 'Contract Acceptance' and shows their status.
DAFF Levy Report
This report is filtered by Payment File date and details relevant data required to be uploaded to the DAFF online portal for your quarterly returns.
Deliveries Due For Payment Report
The Deliveries in this report are complete but have not been marked as paid. This is an easy way to check which Deliveries need to be paid.
Deliveries Due For Sale Invoice Report
Similar to the report above, this report includes all completed Deliveries that are due to be paid.
Expense Accrual Report
This report shows the expenses incurred on a delivery based on the information available in AgriDigital. The report is broken down per line item including freight rates, brokerage, site receival and outturn fees.
In-Progress Sale Deliveries Report
This report details your In-Progress Sale Deliveries ?
Inventory Activity Report
This report details is filtered by Processed Date and shows your Inventory activity by type.
Inventory Adjustments Report
This report details your Inventory Adjustments made and is filtered by Adjustment Date.
Levies Report
This report details all the levies deducted per each delivery for payments generated within the date range.
Notifications Sent Report
This report shows all platform notifications sent out ie SMS & Email when using the 'Send via Email/SMS feature.
Open Contracts & Inventory Report
This report is the only place on the platform where you can see all your open Contracts alongside your current inventory.
Organisations Report
These are all of your connected organisations, including a unique ID as well as all other relevant information including legal name, ABN or NGR, address, credit limits and notes.
Post Payment Report
This report includes all the payments generated within the selected date range. It's broken down per RCTI.
Post Payment Deduction Report
This report breaks down all individual RCTI deductions for payments that have been generated in the date range.
Profit & Loss Report
This displays all the relevant and available information within AgriDigital to assist you in calculating your P&L per Delivery. The report shows Sales Deliveries that are connected to an Order and calculates the net trading profit/loss.
Purchase Deliveries Report
This report details out your Purchase Deliveries for easy reconciliation.
Royalty for Manager Report 🌾
Royalty Managers specific report.
This report is designed for our Royalty Managers for their EPR Remittance process.
Royalty Payments Report
This report details your Royalty Payments which you can filter per collection period.
Sale Invoice Report
This report details all sale invoices, paid or unpaid, that are due within the selected date range.
Warehouse Variety Report 🌾
Royalty Managers specific report.
This report is designed for our Royalty Managers for their EPR Remittance process.
Xero Errors Report
This report details any xero errors per Invoice No and Invoice date, so you can easily identify and resolve.
Xero Purchases Report
This report details your Xero Purchases filtered by Invoice date.
Xero Sales Report
This report details your Xero Sales filtered by Invoice date.