Difference between revisions of "Reports"

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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Sales
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Maintenance
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|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|-
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|Maintenance Aids
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|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]
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|-
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|Others
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|[[Sales Process]]
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|}
 
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Revision as of 14:11, 1 February 2021

Reports

Reports Menu

File:Reports Module Page.png
Reports Module List


Reports Module are compilations of financial reports that are derived from the accounting records of a business. These can be brief, custom-made reports that are intended for specific purposes, such as a detailed analysis of sales by region, or the profitability of a specific product line. Reports Module are consists of different categories which are the following:

  1. Bank Reconciliation Reports - refers on the list of Bank Reconciliation over a certain period of time.
  2. Financial Statements - are formal records of the financial activities and position of a business, person, or other entity.
  3. Tracking Reports - Chronological Order of system Activities done by the users.
  4. Sales Reports - gives an overview of the state of the sales activities within a company. It shows the different trends happening in the sales volume over a certain time.
  5. Tax Reports - reports associated in any return, report, information return, or other document (including any related or supporting information) filed or required to be filed with any federal, state, or local governmental entity or other authority in connection with the determination, assessment or collection of any Tax (whether or not such Tax is imposed on any of the Seller) or the administration of any laws, regulations or administrative requirements relating to any Tax.
  6. Parts and Services Reports - Sales Reports focuses on Parts and Services and After Sales Status of it.
  7. Purchase Reports - provides an overview on the purchases made within a given period and also provide the average costing on the Inventory.
  8. Landed Cost Reports - refers on the Reports on Job and Landed Cost Calculation in a given Import Purchase Orders
  9. Fixed Asset Reports - provides an overview to facilitate accurate financial records for an asset. This includes the Depreciation of the Asset, the history of the asset, The Asset List and the transactions related on a certain asset.
  10. Budget Reports - refers on the overview of budget details for Income Statement and Balance Sheet.


Categories:
Modules
Sales Sales Quotation | Sales Order| Delivery Receipt | Sales Invoice
Maintenance Customer | Item Master | Price List
Job Aid Modules
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids
Maintenance Aids Customer Aids | Item Master Aids | Price List Aids
Others Sales Process