Navigation Click on Settings > Business settings Select on Preferences > Sales Person Add sales person Click on Create sales person Enter the sales person name Click on save to add the sales person If the user is added as a staff in user management It will be added as staff automatically in sales person
Category: General
Backup Date
Transactions entered in myBooks can be backed up. Click on the icon backup data and once it is clicked. You will receive a message stating backup data successfully initiated and it will send to your registered myBooks email. In that email there will be a link to download the data and once you click on […]
Expense Report
This report shows records of Expense Reports and it includes Expense Reports which were paid. This report also shows the Expense Report creation date and the delivery date of that Expense Report. This report will be helpful in identifying the bills which were saved as a draft, open, partially paid, billed, and canceled. This report […]
Expense by Vendor
This report show record of Expense by the vendor and it includes bills for which payment has not been made. This report also shows the amount and amount with tax. This report will be helpful in identifying to which vendor you have paid the most amount of money or to identify to which vendor you […]
Expense by Item
This report shows records of Expense by item and it includes items for which payment not made. This report also shows quantity purchased, amount, and average price. The expense by items report will be helpful in identifying which items you spent the most amount of money on. This report can be created in three different […]
Auto Numbering
Inventory Adjustment, Production order, Estimates, Invoices, Cash invoice, Customer credit notes, Purchase order, and vendor credit notes have auto numbering option. Every transaction created in these will have autonumbering. By default, the auto numbering will be enabled in mybooks. But you can disable the auto numbering by clicking on settings which are located at the […]
Customer Balance Report
This report shows records of Customer balance and it includes items for which payment not made. This report also shows Invoice balance, Available balance, Balance (FCY), and Balance (BCY). This report will be helpful in identifying your customers’ outstanding balances. This report can be created in three different sections they are Current, Previous, and Custom. […]
Payment Terms
Term is a fixed or limited period for the amount of time given to the customer to receive payment and to the vendor to make payment. By default mybooks will have a pre-added list of terms as below, Navigation Click on settings then business settings Click on preferences and then payment terms On this page, […]
Customer Aging Summary
This report shows records of Customer balance and it opens invoices of all the customers. This report also shows from current, 1-15 days, 16-30 days, 31-45 days to >45 days. The aging will be helpful in identifying the aging of the customer balances. This report can be created in three different sections they are Current, […]
Unit of Measurement
Unit of measurement is the way of measuring items. In myBooks has a pre-added list of Units of measurement. To configure the Unit of measurement please click on settings which are located top right-hand corner then preferences and then the Unit of measurement. Navigation Click on Settings then Business settings Select on Preferences and then […]