How to Edit & Delete Contact

Contacts List Your existing contacts are displayed here. To add a new contact, click on Create contact will redirect to the New Contact page. You can search, edit or delete your contacts. Edit a Contact Go to contact then select the contact Click on the Edit field located below actions It will redirect to a […]

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How to create Contact

In myBooks you can keep your existing business contacts and also create new contacts. The contact can be a customer, vendor, or both. How to get there! Add a new contact in mybooks by a click on Contacts > Create contact General Details Select salutation then enters the first name and last name of the […]

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GST Contacts

How to create Contact GST verification – If your contact is GST registered then enter their GST Number. If not select Non-registered. Based on GST number and GST treatment will load. GST number – GST number will load in myBooks if the option registered is selected. GST Treatment – GST Treatment will be loaded based […]

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GST Item

Create a new item, HSN code – HSN stands for Harmonized System of Nomenclature is a systematic classification of goods all over the world. HSN has 8 digit code. Updated HSN code will be displayed in the GST reports. SAC code – SAC stands for service accounting codes is a classification system for services and […]

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Expense Report

This report shows records of Expense Reports and it includes Expense Reports which were paid. This report also shows the Expense Report creation date and the delivery date of that Expense Report. This report will be helpful in identifying the bills which were saved as a draft, open, partially paid, billed, and canceled. This report […]

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Expense by Vendor

This report show record of Expense by the vendor and it includes bills for which payment has not been made. This report also shows the amount and amount with tax. This report will be helpful in identifying to which vendor you have paid the most amount of money or to identify to which vendor you […]

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Expense by Item

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 […]

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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. […]

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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, […]

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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 […]

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