Category: FAQ

Additional users can be invited into myplan. Inveited users will have complete access to myplan. How to get there! To invite additional user in myplan, click on settings > user settings > user management By default registered user will be created as primary admin in user management. Any additional user created in myplan it will […]

Free selected report which shows data for the selected account. How to get there! To generate Free selected, click on reports and select the free selected from the template. How to create free selected report To generate free selected report, select the time from the dropdown and choose the version from the list and select […]

Balance sheet is a financial statement which shows company assets, liabilities, equity. This is one 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 financial status. How to get there! To generate balance sheet, click on reports and […]

Profit and loss is financial report that shows company’s revenues and expenses for mentioned specific period of time. This report is one of the four major reports it shows company’s net profit or loss for a mentioned specific period of time and it is also known as income report How to get there! To generate […]

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

Data can be imported into myplan  in data management. Data for Chart of accounts, transactions, time and version can be imported to myplan in data management. How to get there! To import data management, click on settings > business settings > data management How to import data management Select the record type from the drodpdown […]

By default myPlan will load 3 different versions those are 1.Actual, 2. Budget, 3. Forecast. Users can also import, create, edit or delete in version list. How to get there! To create version, click on settings > business settings > master data maintenance > version or click on master data maintenance in dashboard and then […]

Various types of plan data can be created here. Created plans can be categorized into actual, budget or forecast. How to get there! To create a plan data in myplan click on plan data in dashboard which is located in headers. Create plan data To create a plan data time, account name and version is […]