Category: How to Docs

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, […]

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 […]

This report shows records of Vendor aging details and it open all the bills of the Vendor. This report also shows transaction #, status, vendor name, and age. This report will be helpful in identifying the aging of the vendor balances. The Vendor Aging can be created in three different sections they are Current, Previous, […]

This report shows the amount of tax collected and the amount of tax paid. It shows the calculation of the tax percentage-based. This report will be helpful in identifying the tax amount collected through invoices and bills. This report can be created in three different sections they are Current, Previous, and Custom. In the current, […]

Contact statement report gives you a complete history of the customer sales like for example how many invoices have been created, whether any credit note issues for that particular customer.  This will show a complete transaction history. How to get there! To generate contact statment report click on reports > management reports > contact statement […]

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 […]

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 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 […]

This report shows records of sales per item and it includes invoices for which payment has not been received. This report also shows amount and average price. This report will be helpful in identifying the items which are selling the most. This report can created in three different sections they are Current, Previous and Custom. […]