This report shows the record of invoices and it includes invoices for which payment not received. This report also shows the invoice creation date and the due date of that invoices. This report will be helpful in identifying the paid, unpaid, and invoices that were saved as a draft. This report can be created in […]
Category: General
Business Profile
https://youtu.be/L2cGAe5aUfc The business profile includes all the details related to the business. It includes General details, Address details, GST info, Accounting info. To update a business detail in myBooks Go to Settings, choose Business settings and click Business profile General details Short name: Short form of your name or business name. It’s displayed in the […]
Estimate Report
This report shows the record of estimates and it includes estimates which were saved and sent. This report also shows the estimated creation date and expiry date. This report will be helpful in identifying sent estimates and those estimates saved as a draft. This report can be created in three different sections they are Current, […]
Bill Report
This report shows records of bills and it includes bills which have not been paid. This report also shows the invoice bill date and the due date of that bills. This report will be helpful in identifying the bills which were saved as a draft and the bills which have been sent to the customer. […]
Taxes
Part of the profits or the income earned by the business had been paid to the government as taxes. When goods are taxed, a percentage of their price of the goods has to be paid to the government. Here you can add taxes and once the tax codes are created you can group those tax […]
Purchase Order Report
This report shows records of Purchase Order and it includes Purchase Order which was paid. This report also shows the Purchase Order creation date and the delivery date of that Purchase Order. This report will be helpful in identifying the bills which are not paid, partially paid, and paid. This report can be created in […]
Currencies
myBooks enables you to transact in more than one currency. Base currencies are where all the transactions will be created and if you want to create transactions on other foreign currencies. You can add those currencies here and My Books automatically calculates the exchange rate. If you want to add the exchange rate manually it […]
Opening Balance
Opening balance is entered at time of business operations and year after opening balance is carried on from one accounting period to new accounting period. The opening balance can be found on the credit or debit side of the ledger, depending on whether or not the firm has a positive or negative balance. To add […]
Account Transactions Report
This report shows revenue & expense transaction details by account. Any transaction which was created in myBooks will be displayed here. This report is useful for verifying the transaction created. This report can be created in three different sections they are Current, Previous, and Custom. The current report can be created by using Today, Current […]
Profit & Loss Report
Profit and loss is a financial report that shows the company’s revenues and expenses for a mentioned specific period of time. This report is one of the four major reports it shows the company’s net profit or loss for a mentioned specific period of time and it is also known as an income report. This […]