Help Daily Closing
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Reports

Open a report

  1. 1Tap Reports at the bottom, then the report you want
  2. 2Scroll for more. Reports are in groups: Ledger, Sales, Buying, Dues and Staff

Pick the days

  1. 1Tap From date or To date and pick the day

Many reports also have quick buttons like Today, This week and This month.

Send a report as PDF or Excel

  1. 1Open the report and tap the share mark at the top right
  2. 2Tap PDF to send or print it, or Excel to work with the figures
  3. 3Pick where to send it, like WhatsApp, Gmail or Print
  4. 4The PDF carries your shop name and looks like the screen

See the month at a glance

  1. 1Open Overview. Pick This month, This year or All time. Tap ‹ › for another month
  2. 2You see expense, income, the profit or loss, and closing cash and bank
  3. 3Below, each type with its share. Tap a type to see its entries

See one day

  1. 1Open Daily. Tap ‹ › or the date to pick the day
  2. 2Every Ledger entry of that day. Sales are one row per account. Tap bills › to see them
  3. 3Want each bill on its own row? Tap the filter, then Every bill
  4. 4Each bill shows with its number

See day by day for a month

  1. 1Open Monthly and pick the days. One row a day. Swipe the table sideways for income, expense, profit and closing
  2. 2Too many columns? Tap the sliders mark at the top
  3. 3Tap the columns to show or hide them, then tap Done

See month by month for a year

  1. 1Open Yearly and pick the year. One row a month

See one type of income or expense

  1. 1Open Income & expense types. Pick the type and All, Cash or Bank

See money you took out or put in

  1. 1Open Owner money. Pick Withdrawal, Contribution or All. The totals are at the bottom

See where a day's money went

  1. 1Open Money track and pick the day. Each money in shows what it paid for

Links are made in the Ledger with the arrow button. See Ledger › See where money went.

See how much you sold

  1. 1Open Sales summary. You see what you sold, the number of bills, credit, returns, and cash, bank and credit

See the tax to pay

  1. 1Open Tax and pick the quarter or the days. You see the tax to pay and the taxable sales

Tax shows only after you switch it on in ☰ › Business › Tax.

See which items sell most

  1. 1Open Item sales. Items are listed from the most sold, with how many and their share
  2. 2Tap Columns at the top to choose what each row shows, then Done

See your stock

  1. 1Open Stock. In stock shows each item, how many and what it is worth
  2. 2Tap Movements to see what came in, was sold and went out in those days

See what you bought

  1. 1Open Purchases. You see what you bought and what is still owed. Pick By supplier or By item

See the profit on items

  1. 1Open Profit. You see the profit, the margin, and each item's sales and profit

Profit needs the cost price on each item. See Items › Add an item.

See all dues together

  1. 1Open Dues report. Tap the top line to change what it shows
  2. 2Pick one customer or all, to collect or to pay, the days, and open, settled or written off

See staff salaries

  1. 1Open Staff salary. Pick the days and one staff member or all
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