Customize User Role

The User role and their access to myBooks module can be customized now. The Primary Admin can add the users like Staff, Accountant which was given as default. Also, you can create a new user role as well. The Primary admin should give access to each module to the other users who are associated with […]

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Price List

The Price list has added to mybooks, which is useful to control the pricing of items dynamically based on a variety of parameters like time, Quantity based, customer (category, group) & Item (individual, group, category), etc.. Price list is independent of items sales rate and purchase rate. It works based on its criteria given by the user. It is applicable […]

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Invoice – Send SMS

The invoice sharing is made easy, as per the requirement of users. Now we allow to share the invoice via SMS and also Email. All you need to do is save the phone number of the customer and raise the SMS flag when creating a contact. Users can send the invoice from the create screen, […]

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Reports

Reports are collections of financial information that are obtained from the accounting records of a business. Reports are used to analyze the sales profit of your business. In myBooks, different types of Reports type available, you can access them by a click on the Reports tab. Reports are categorized into four major sections, which include […]

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Delivery Report

Delivery is a document that accompanies a shipment of goods and provides a list of the products and quantity of the goods included in the delivery. In the Delivery report, you can check the status of delivered goods or remaining goods to be delivered, etc., In myBooks, goto Reports > Delivery Report, Here you have […]

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Sales Report

Sales reports are extremely important for sales directors since they’re the primary tool with which they can track sales revenue. When used as part of good business practices in sales and accounting departments, a company can improve its reconciliation of sales transactions and offer self-service reporting for team members as well as reduce the chances […]

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Sales Order Report

Sales order detail reports are considered sales analysis- and data validation tools and are often used by sales managers and accountants to track and review sales transactions. In myBooks you can check your sales order report by a click on Reports > Sales > Sales Order Reports. In the sales order report, select the data […]

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Bank Statement

Bank statement is a list of all transactions for a bank account over a set period, usually monthly. The statement includes deposits, charges, withdrawals, as well as the beginning and ending balance for the period.  In myBooks, if you are connected to ICICI bank, it pulls the transactions and displays them under the bank statement. If […]

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How to Convert Estimate to Delivery

Convert Estimate into Delivery, Go to Transactions Click on Estimate Select the estimate you wish to convert into a delivery, then you can find the convert to delivery option above the table. If you want to convert multiple estimates into a sales order, select the estimates then you can find the convert to delivery option […]

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How to Convert Estimate to Sales Order

Convert Estimate into Sales order, Go to Transactions Click on Estimate Select the estimate you wish to convert into a sales order, then you can find the convert to sales order option above the table. If you want to convert multiple estimates into a sales order, select the estimates then you can find the convert […]

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