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Step-by-Step Guide to Add Day Book Reports
Click on Reports Option on Dashboard:
Log in to your POS system or dashboard.
From the main dashboard, locate and click on the “Reports” option.
Look for Transactions Category:
In the Reports section, find the “Transactions” category.
Under this category, you will see various reporting options.
Select Day Book Report:
Click on the “Day Book Report” option found under the Transactions category.
Add Day Book Report Details:
Date: Enter the date range for the day book report.
Transactions: Provide the details of the transactions for the selected date range.
Total: Input the total amount for all transactions.
Money In: Enter the total amount received (money in).
Money Out: Enter the total amount spent (money out).
Balance Amount: Calculate and enter the balance amount after considering money in and money out.
Search Day Book by Date:
Use the date range or calendar bar to search and filter day book reports by date or other criteria.
Download and View Report:
Download as Excel: Click on the option to download the report in Excel format.
View PDF: Choose the option to view or download the report as a PDF.