Report ni sahihi kadiri source entries zake zilivyo

Toka kwenye jumla hadi period, bidhaa na miamala iliyoijenga

Tumia filters kuona report za mauzo, manunuzi, matumizi, mtiririko wa fedha, bidhaa, stock, wateja na suppliers.

Report zinazoungwa mkono zinaweza kupelekwa Excel, lakini file hilo si tax return, ledger, audit record au statutory statement.

Fungua programu ya wavuti

Kagua period, stoo, currency na filters kabla ya kushiriki file.

Mitazamo tofauti ya data zilezile.
Period na filters kabla ya hitimisho.
Excel export kwa report zinazoungwa mkono.

Uliza swali moja la biashara

Bidhaa iliyouza zaidi, stock value na deni la mteja ni maswali tofauti. Chagua report inayojibu uamuzi maalumu badala ya kutafuta number moja ya kueleza biashara yote.

Hifadhi context ya export

Taja period na location kwenye jina la file. Usijumuishe currencies au units tofauti bila mpango wa conversion unaoeleweka.

Rekebisha source, si spreadsheet pekee

Excel inafaa kwa sharing na analysis. Sale au purchase ikiwa wrong, rekebisha source transaction; vinginevyo app na sheet zitakuwa sources mbili tofauti.

Salelog

Soma report bila kupoteza context

Kila report inaweza ku-export Excel?

Export inahusu report zinazoungwa mkono. Hakikisha view, columns na date range unayohitaji kabla ya kuanzisha utaratibu wa kudumu.

Excel export ni file la kodi?

Hapana. Ni export ya uendeshaji kwa review au analysis, si eTIMS/EFD submission, VAT return au accounting book.

Kwa nini total inaweza kunishangaza?

Kagua period, warehouse, currency, cancelled transactions, payment status na entries zilizokosekana. Summary haiwezi kubuni source event.

Thibitisha report moja

Chagua period, linganisha source transactions na kisha fungua Excel export yake.