Estimate, Invoice, Bills, Purchase order, Sales Order, Delivery have the Salesperson option. You can set a salesperson based on your business and branches, as default under the settings option, instead of selecting the salespeople all the time while creating those transactions. Goto Settings > Business settings > Preferences > Sales Persons Click on salespersons, Sales […]
Category: General
How to Add Multiple Branches
Here you can manage Multiple Branches, all branches under the head/central branch so that administrators or managers of the central branch can view all branch-related accounts from one place. Branch-specific accounting helps you to maintain the accounting data of each branch or operating location of an organization separately to avoid confusion. In Dashboard, click on HQ (Head Quarters) which is shown […]
How to Add Multiple Companies
The above is the video to add multiple companies on myBooks. Here follows the step-by-step procedure to add multiple companies on myBooks. In the Dashboard, click on your Business name, a dialog box opens Then click on Add Company, A window opens, enter the details of your second company, such as Business name Phone Number […]
Customize User Role
The User role and their access to the myBooks module can be customized now. The Primary Admin can add the users like Staff, Accountant which was given as default. Also, you can create a new user role as well. The Primary admin should give access to each module to the other users who are associated […]
How to Import Vyapar with myBooks
In vyapar, go to Menu, click on Backup/Restore. In the drop-down, you can find options such as Auto Backup, Back up to phone, Backup to e-mail, Restore backup. Select the option from the drop list as per your preference. For instance, select the Backup to e-mail, you will receive an email that contains the backup […]
Customer Payment in Invoice Page
Here is the updated feature for the user’s convenience, the payment details are shown along with the invoice when it’s paid or partially paid. The customer payment of the invoice will be shown in the invoice internal preview screen when the payment is done with invoice creation, Record payment from the internal preview screen, and […]
Reports
Reports are collections of financial information that are obtained from the accounting records of a business. Reports are used to analyze the sales profit of your business. In myBooks, different types of Reports type available, you can access them by a click on the Reports tab. Reports are categorized into four major sections, which include […]
Delivery Report
Delivery is a document that accompanies a shipment of goods and provides a list of the products and quantity of the goods included in the delivery. In the Delivery report, you can check the status of delivered goods or remaining goods to be delivered, etc., In myBooks, goto Reports > Delivery Report, Here you have […]
How to generate a Sales Report
Sales reports are extremely important for sales directors since they’re the primary tool with which they can track sales revenue. When used as part of good business practices in sales and accounting departments, a company can improve its reconciliation of sales transactions and offer self-service reporting for team members as well as reduce the chances […]
Sales Order Report
Sales order detail reports are considered sales analysis- and data validation tools and are often used by sales managers and accountants to track and review sales transactions. In myBooks you can check your sales order report by a click on Reports > Sales > Sales Order Reports. In the sales order report, select the data […]