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 sales per salesperson and it includes invoices for payments not yet received. This report also shows sales amount and sales amount with tax. This report will be helpful in identifying the salesperson who is making the most number of sales. This report can be created in three different sections they […]

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 […]

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, […]

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. […]