1) Click on the Left Menu. 2) Go to Accounts. 3) Select the Tab Reports which is the Third last tab of the panel. 4) Report section is divided into 4 parts: a) Income Reports b) Expense Reports c) General Ledger d) GST Below reports are under Income Reports Section: […]
How to know the last 30 days Income and Expenditure?
1) Click on the Left Menu. 2) Go to Accounts. 3) A screen will appear writtenIncome and expenditure with the drop-down button of days. 4) Select the option and you will observe the difference in the figure of Total Income and Total Expenditure.
How to Download Balance Sheet?
1) Click on the Left Menu. 2) Go to Accounts. 3) Select the Tab Reports which is the Third the last tab of the panel. 4) Go to General ledger option click on drop-down Button. 5) Select the Balance sheet then select the financial year of which you want to […]
How to Add Expenses with Attachment?
1) Click on the Left Menu. 2) Go to Accounts. 3) Select the Tab Action which is the second tab of the panel. 4) Click on All Purchase and Expenses. 5) Click on Add icon from the bottom right corner of the screen. 6) Choose the vendor or if the […]
How to Download Ledger Report?
1) Click on the Left Menu. 2) Go to Accounts. 3) Select the Tab Reports which is third last tab of the panel. 4) Go to General Ledger option click on drop down Button. 5) Select All Ledgers then select the data range. 6) Press OK.
How to Delete a Ledger / Accounting Head
1) Click on the Left Menu. 2) Go to Accounts. 3) Select the Tab Ledgers which is second last tab of the panel. 4) Select any Ledger or Accounting Head. 5) Click on the ⋮ 3 dots which is at the right top corner. 6) Click on Delete option. Note: […]
How to Enable GST?
1) Click on the Left Menu. 2) Go to Accounts. 3) Select the Tab Action which is second tab of the panel. 4) Click on the ⋮ 3 dots which is at the right top corner. 5) Click on Account Settings. 6) Enable the option Enable GST.
How to Open Financial Year
1) Click on the Left Menu. 2) Go to Accounts. 3) Click on the ⋮ 3 dots which is at the right top corner. 4) Click on Reopen Financial Year.
How to Enable Approval for Purchase
1) Click on the Left Menu. 2) Go to Accounts. 3) Click on the ⋮ 3 dots which is at the right top corner. 4) Click on Account settings. 5) Enable the option Approval for Purchase.
How to Create Purchase Order
1) Click on the Left Menu. 2) Go to Accounts. 3) Select the Tab Action which is second tab of the panel. 4) Click on Create Purchase Order. 5) Select Vendor and select the Ledger. a) Fill the description b) Fill the Amount 6) Press the save button to save […]