How to create Expense

Expense is the cost that every company will bear and it is part of companies operating activities. For example, a retailer will incur electricity charges, salaries, rent for retail space, and for the contractor will incur fuel expenses, salaries, etc. How to get there! To create an expense in myBooks click on Transactions > Expenses> […]

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GST Bill

Place of supply – Determine whether the transaction has to levy inter or intra tax in mybooks and based on the GST treatments, GST and IGST tax will load in mybooks. Reverse charge – Reverse charge will only load in purchase transactions. Reverse charge means normally your vendor will pay for the tax which was […]

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How to Edit & Delete Expense

Expenses that were added will be displayed in the Expenses list. You edit and delete the Expense as well. Edit an Expense Go to transactions Click on Expense Select the Expenses you wish to edit Edit field is located below actions It will redirect to a page where you can make the changes Click save […]

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How to Edit & Delete Purchase Order

Purchase orders will be added will be displayed in the list. You edit, print, and delete the purchase order. Edit Purchase order Click on transactions Click on the Purchase order Select the purchase you wish to edit Edit icon is located below options It will redirect to a page where you can make the changes […]

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How to Convert Purchase Order into a Bill

To convert the Purchase order into Bill Click on transactions Click on the Purchase order Select the purchase order you wish to convert into the bill To convert multiple purchase order into the bill The purchase order will be converted into the bill Press save as draft to save the bill Or press save and […]

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How to Edit & Delete Bills

Edit the Bill Click on transactions Click on bills Select the Bill you wish to edit Edit icon is located below actions It will redirect to a page where you can make the changes Select save as draft to save the Bill Or select save and send to send the Bill Print the Bill Go […]

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How to Edit & Delete Vendor Credit Note

Edit the Credit Note Click on Transactions Click on the Vendor credit note Select the Credit note you wish to edit Edit icon is located below actions It will redirect to a page where you can make the changes Press save to save the Credit note Print the Credit Note Click on transactions Click on […]

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Apply to Bill

Click on Transactions Then click on the vendor credit note Select the credit note you wish to apply to Bill Apply to bill icon is located below options It will redirect to a page where all the open bill for that vendor will appear Vendor name and balance for that vendor will be displayed at […]

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GST Cash Invoice

Place of supply – Determine whether the transaction has to levy inter or intra tax in mybooks and based on the GST treatments, GST and IGST tax will load in mybooks. Taxes – In myBooks tax will load based on the place of supply. If the home state is selected, then GST tax will load […]

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GST Invoice

Place of supply – Determine whether the transaction has to levy inter or intra tax in mybooks and also based on the GST treatments, GST and IGST tax will load in mybooks. Taxes – In myBooks tax will load based selected on the place of supply. If the home state is selected then GST tax […]

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