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 […]
Category: General
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 […]
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 […]