Category: How to Docs

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. […]

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 […]

Balance sheet is a financial statement that shows company assets, liabilities, equity. This is one of the important reports because it shows the company assets, liabilities, and equity for the given period of time and which in turn it shows the company’s financial status. This report can be created in three different sections they are […]

This is another important report because it shows the company’s liquidity position. The amount of cash that the company receives from customers or pays out to creditors is known as cash flow. This is another important report because it shows the company’s liquidity position. You can analyze from where the money is coming in and […]

This report shows records of sales per customer and it includes invoices for which payment has not been received. This report also shows sales amount and sales amount with tax. This report will be helpful in identifying repeat customers. This report can be created in three different sections they are Current, Previous, and Custom. In […]

General report shows all the transactions from all accounts for specific given dates. This report shows the totals for each account and from here you can view details of each transaction. This report is unhelpful in checking every transaction that occurred a specific period of time.  This report can be generated in three different date […]

Profit and loss by the item is a financial report that shows company’s revenues and expenses for a mentioned specific period of time for a specific item. 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 Month, Current Year, […]