Master data reports and data checks
The master reports list your items, customers, vendors, BOMs, warehouses and accounts. The data checks find what is missing or duplicated before it causes problems.
Open Reports›Masters.
Lists
- Item List, Item Units & Prices (units with pack, price and barcode) and Price List Prices (each price list price next to the standard price).
- Customer List and Vendor List, with group, contacts, VAT number, payment term and more.
- BOM List and BOM Components / Where Used: pick an item to see which BOMs use it.
- Warehouse List (with users, items in stock and stock value) and Warehouse Access (who can use each warehouse, how they got access, and their default).
- Chart of Accounts in tree order, with type, status, postings and balance.
Data checks
| Report | What it finds |
|---|---|
| Item Data Check | Items with missing accounts, zero price or cost, no BOM, or a barcode shared with another item. |
| Customer Data Check | Customers missing a VAT number, phone, email or address, or duplicated by name or VAT number. |
| Vendor Data Check | The same for vendors. |
| Accounts Data Check | Group accounts with postings, broken parents, and default accounts that are inactive, frozen or groups. |
Run the data checks after importing data, and before your first VAT return.
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