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, […]
Category: General
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 […]
Contact Statement Report
Contact statement report gives you a complete history of the customer sales like for example how many invoices have been created, whether any credit note issues for that particular customer. This will show a complete transaction history. How to get there! To generate contact statment report click on reports > management reports > contact statement […]
Business Summary Report
Business summary report is the quick overview of the notifications, sales, and purchases information for the selected frequency, sales invoice, and customer payments will be displayed in the report and from purchase expense, bills, and vendor payments. How to get there! To generate Business summary report click on Reports > Management > Business summary Business […]
Sales Person
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
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 […]