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, […]
Category: General
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 […]
Customer Aging Details
This report shows records of Customer balance and it open invoices of all the customers. The aging details also show from transaction #, status, customer name, and age. This report will be helpful in identifying the aging of the customer balances. This report can created in three different sections they are Current, Previous and Custom. […]
Reason
Navigation Click on settings then business settings Select on preferences and then reason Create Reason, Click on create reason located at the top right-hand corner Enter the reason name Choose the reason for Click on save to save the reason
Vendor Balance Report
This report shows the record of the Vendor balance and it includes items for which payment not made. This report also shows Bill balance, Excess Payment, Balance (FCY), and Balance (BCY). This report will be helpful in identifying outstanding payments to the vendor. This report can be created in three different sections they are Current, […]
Vendor Aging Summary
This report show record of the Vendor aging summary and open bills of all the vendors. This report also shows from current, 1-15 days, 16-30 days, 31-45 days, >45 days. This report will be helpful in identifying the aging of the vendor payment balances. This report can be created in three different sections they are […]
Vendor Aging Details
This report shows records of Vendor aging details and it open all the bills of the Vendor. This report also shows transaction #, status, vendor name, and age. This report will be helpful in identifying the aging of the vendor balances. The Vendor Aging can be created in three different sections they are Current, Previous, […]
Payment Mode
Navigation Click on settings then business settings Select preferences and then payment mode Create a New Payment Mode, Click on create new payment mode Enter a new payment mode name Click on Save to add the new payment mode
Tax Summary Report
This report shows the amount of tax collected and the amount of tax paid. It shows the calculation of the tax percentage-based. This report will be helpful in identifying the tax amount collected through invoices and bills. This report can be created in three different sections they are Current, Previous, and Custom. In the current, […]
Tax Authorities
Navigation Click on Settings then Business settings Select on Preferences and then Tax authorities Create Tax Authority, By default, myBooks will display tax authority for all states New tax can also be created by clicking on create a tax authority Enter the tax department name Choose the state from the dropdown menu Click on save […]