Q1. What is the SST Ledger?
The SST Ledger is a report that displays all SST-related transactions within a selected date range. It shows details such as transaction type, contact, SST profile, currency, net amount, SST amount, and gross amount.
Q2. Where can I access the SST Ledger?
Go to Reports > SST Ledger.
Q3. How do I change the date range?
Click on the Date Range dropdown. You may select preset options such as This Month, This Financial Quarter, This Financial Year, Last Month, Last Financial Quarter, or Last Financial Year.
You may also manually select a custom start and end date.
Q4. Can I group SST transactions?
Yes. Click on Group By and choose from:
None
SST-02 (Sales Tax)
SST-02 (Service Tax)
SST Profile
SST Type
Q5. Can I filter SST transactions?
Yes. Click on Filter and apply filters based on available fields such as:
Transaction Reference
SST Rate (%)
Net
SST
Click Apply to activate the selected filters.
Q6. Can I customize the SST Ledger columns?
Yes. Click the settings icon and choose Adjust Columns. You may select, remove, or rearrange columns such as:
Date (locked)
Transaction (locked)
Contact (locked)
Account Code
Account Name
Account Type
Contact Tax ID
Currency
Description
FX Rate: Source to Tax
Gross (MYR)
Gross (Source)
Net (MYR)
Net (Source)
Net Reportable (MYR)
Outstanding Balance (MYR)
Payment Received (MYR)
SST (MYR)
SST (Source)
SST Adj. (MYR)
SST Adj. (Source)
SST Due (MYR)
SST Profile
SST Rate (%)
SST Type
Total SST (MYR)
Total SST (Source)
Tracking Tags
Click Save after making changes.
Q7. Can I add notes to my SST Ledger?
Yes, enable Print Report Notes in Reports → SST Ledger → Configuration Icon → Display Options to add and format notes below the report. These notes will be included in the exported report.
Q8. Is it possible to include exchange rates in my SST Ledger?
Yes, enable Print Exchange Rates in Reports → SST Ledger → Configuration Icon → Display Options to display them below the report. They will also appear in the exported report.
Q9. Can I round the values in my SST Ledger?
Yes, enable Print Rounded Values in Reports → SST Ledger → Configuration Icon → Display Options to round all values to whole numbers. This also applies to the exported report.
Q10. Can I use templates in the SST Ledger?
Yes. You can select an existing template such as Standard SST Ledger.
You may also click Add New Template to create a customized SST Ledger layout.
Q11. Can I export the SST Ledger?
Yes. Click the download icon to export the SST Ledger in Excel and/or PDF, based on your selected date range, filters, grouping, and column settings.
Q12. What transactions appear in the SST Ledger?
The SST Ledger includes SST-applicable transactions such as invoices and bills that use SST profiles.
Q13. Does the SST Ledger support multi-currency?
Yes. If your organization uses multi-currency, the SST Ledger can display amounts in both the source currency and the tax currency, depending on the columns selected in the report.
Note: The tax currency is always the organization’s base currency, which is defined during organization creation.
Q14. What is the difference between base currency and source currency in the SST Ledger?
Base Currency
The base currency is the organization’s default currency configured during organization creation. This also serves as the tax currency used in the SST Ledger.
If a transaction is recorded in a different currency, the SST Ledger automatically converts the transaction amounts into the base currency for reporting and tax computation purposes.
Source Currency
The source currency refers to the original currency in which the transaction was recorded.
For example, fields such as Net (Source), SST (Source), and Gross (Source) display the original transaction amounts before conversion into the base currency.