Export your transactions

Introduction

Exporting a report of your transactions is essential for maintaining financial transparency, optimizing cash flow, and making informed business decisions about maintaining tax compliance. Anrok’s transaction export tool enables you to readily analyze your transactions at a moment's notice.

Export transactions

You can export a Transactions report of the invoices currently recorded in Anrok to review each transaction’s sales amount, tax amount, customer details, and more. This can often help you understand your sales tax liabilities for remitting jurisdictions.

Try exporting transactions in the demo above ☝️

1. In the Anrok app , go to Transactions. Take me there!
2. Click Export transactions, then select a start date and end date.
3. If required, filter by jurisdiction and VRN validation status. This filter will apply to the exported report. See Enable VRN validation in global jurisdictions.
4. Under Select level of detail, click the button next to Transaction report.
5. Click Generate report, then review the exported transactions CSV file.

Export line items and jurisdiction details

You can export an Expanded transactions report that breaks down each transaction's line items and jurisdiction details. This report can often be helpful for a thorough VDA submission within a jurisdiction. 

Try exporting line items and jurisdiction details in the demo above ☝️

1. In the Anrok app , go to Transactions. Take me there!
2. Click Export transactions, then select a start date and end date.
3. If required, filter by jurisdiction and VRN validation status. This filter will apply to the exported report. See Enable VRN validation in global jurisdictions.
4. Under Select level of detail, click the button next to Expanded transaction report.
5. Click Generate report, then review the exported line item, jurisdiction details, and transactions CSV files.

Export audit details

You can export an Expanded transactions report with audit details that breaks down each transaction's line items and jurisdiction details, with a set of additional fields that are useful for an audit. This includes source system, Anrok created and last updated date, and product tax category information

Try exporting audit details in the demo above ☝️

1. In the Anrok app , go to Transactions. Take me there!
2. Click Export transactions, then select a start date and end date.
3. If required, filter by jurisdiction and VRN validation status. This filter will apply to the exported report. See Enable VRN validation in global jurisdictions.
4. Under Select level of detail, click the button  next to Expanded transaction report with audit details.
5. Click Generate report, then review the exported line item, jurisdiction details, and transactions CSV files.