In myBooks, you can record the payment instead of going to the customer payments screen now. Goto Transactions > Invoices > Invoice list page opens Place the cursor on the particular invoice that you wish to record payment. In the right side corner, next to the Edit symbol you can find the Record payment, just […]
Category: How to Docs
How to Docs for myBooks
How to Add Multiple Branches
Here you can manage Multiple Branches, all branches under the head/central branch so that administrators or managers of the central branch can view all branch-related accounts from one place. Branch-specific accounting helps you to maintain the accounting data of each branch or operating location of an organization separately to avoid confusion. In Dashboard, click on HQ (Head Quarters) which is shown […]
How to Add Multiple Companies
The above is the video to add multiple companies on myBooks. Here follows the step-by-step procedure to add multiple companies on myBooks. In the Dashboard, click on your Business name, a dialog box opens Then click on Add Company, A window opens, enter the details of your second company, such as Business name Phone Number […]
Customize User Role
The User role and their access to the 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 […]
How to create a 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 […]
How to send Invoice as 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, […]
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 […]
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 […]
How to generate a 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 […]
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 […]