Category: myBooks

If you sign up using emails, enable or disable them, whether you want to sign in by the same Gmail or social media profiles. To configure social login in myBooks click on Settings > Business settings > Preferences > Social Login Configuration

If staff users change the purchase price in the bills, the system sends an email to the admin and will inactive the item sales flag. So staff or any other individual can’t sell that particular item. This will help the company not to lose money due to invoicing at the old selling prices. Follow these […]

Here you can rename the payment receipt header name. Follow these steps to change the payment receipt header name – Settings > Business settings > Preferences > Payment configuration Payment receipt impact

You can customize the tax name for country-specific. Tax name changes will be reflected on business profile, reports, templates Follow these steps to change the tax name – Settings > business settings > preferences > tax configuration Business profile reflection Reports reflection Transactions reflections

Discount accounts for purchase transactions can be customized using the Purchase Discount option. Here you can select a purchase discount booking account. To customize purchase discount in myBooks click on Settings > Business settings > preferences >purchase discount Here, the purchase discount booking account is the round off income Now Purchase discount is booked at […]

In this report, you can see the overall price list details like price list name, price list valid from and valid to, and price list status. We provide an option to filter the details by date range, contact group, contact category, item group, item category To generate a Price list report, click on Reports -> […]

This report shows the record of Proforma invoices. It also shows the Proforma invoice creation date and the due date of those proforma invoices. Click on the date range to run the report date range-wise. If you want to run a report for one particular customer, click on the customer field and choose from the […]

A customer/supplier report gives you complete details of the customer and vendor. Some examples are receivables, payables, credit limits, and currency. If you want to run the report for one particular contact type, click on the contact type field and choose from the drop-down menu. An additional feature has been given to this report called […]