by Paula | Oct 18, 2022 | Uncategorized
Report generator queries in standard reports If the Report Generator is included in your package, then in addition to Report Generator reports you can make report generator queries also under standard reports. For this, use the ‘’Add filter’’ button under... by Paula | Oct 3, 2022 | Uncategorized
Audit trail An audit trail is needed because if you want to conduct an audit in your company, it must be possible to check the whole history of the company. Take a transaction as an example – who created it, when it was edited, when it was deleted and... by Paula | Aug 18, 2022 | Reporting, Reporting, Reporting, Reporting, Reporting, Reporting
If the balance doesn’t match the receivables? The first step in order to find out if the balances are the same is to compare the Customer Report and the balance. For seeing the balance open Reports -> Balance Sheet For seeing the Customer Report open Sales... by Sigmar | Jun 8, 2022 | Uncategorized
Creating a Budget and checking it on ERPLY Books The budget module of ERPLY Books allows you to do the following: enter a results forecast by accounts compare a results forecast by accounts Adding a budget To add a budget, type ”Budget... by taavi | Jun 7, 2022 | Uncategorized
Complex reports of sales and purchase reports on ERPLY ERPLY Books allows displaying various complex reports of sales and purchase reports. Reports can be used through an API, which means that the features of the Report Generator, such as grouping data and... by Paula | May 23, 2022 | Uncategorized
Foreign currency report In ERPLY Books, the currencies that are not set as the main currency are considered as foreign currencies. You can see and change your organization’s main currency if you go to Settings -> Configuration. If the...