Online Billing & Invoicing Software

Reports

Reports

Reports: Documentation information on reports.

All Reports
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OBAAS provides various types of financial reports.

Monthly Income Report (All)

This report shows you total monthly income month-wise with Total Units Sold, Total Amount Collected, Total Tax Collected for all the companies. Search between dates option also available.

Monthly Income Report (Category-wise)

This report shows you total monthly income month-wise with Total Units Sold, Categories, Total Amount Collected, Total Tax Collected for all the companies. If you have multiple sales categories, all income of all companies are listed out. You can also search category-wise with dates.

Monthly Income Report (Bank-wise)

This report shows you total monthly income month-wise with Total Units Sold, Categories, Bank name, Total Amount Collected, Total Tax Collected for all the companies. If you have multiple sales categories, multiple banks, all income of all companies with all bank names are listed out. You can also search category-wise, bank-wise with dates.

Monthly Income Report (Company-wise)

This report shows you total monthly income month-wise with Total Units Sold, Company-wise (if you have multiple companies), Total Amount Collected, Total Tax Collected for all the companies. If you have multiple companies, all income of all companies are listed out. You can also search company-wise with dates.

Daily Income Report

This report shows you total daily income day-wise with Total Units Sold, Total Amount Collected, Total Tax Collected for all the companies. Search between dates option also available.

Yearly Income Report

This report shows you total income of selected fiscal years with Total Units Sold, Total Amount Collected, Total Tax Collected for all the companies. Search for specific fiscal years option also available.

Monthly Purchase Report (All)

This report shows you total monthly purchase month-wise with Total Units Purchased, Total Amount Paid, Total Tax Paid of all the companies. Search between dates option also available.

NOTE: You need to select purchase categories for the purchased you make, else the report for purchases wont work.

Monthly Purchase Report (Category-wise)

This report shows you total monthly purchases month-wise with Total Units Purchased, Categories, Total Amount Paid, Total Tax Paid of all the companies. If you have multiple sales categories, all purchases of all companies are listed out. You can also search category-wise with dates.

Monthly Purchase Report (Bank-wise)

This report shows you total monthly purchases month-wise with Total Units Purchased, Categories, Bank name, Total Amount Paid, Total Tax Paid for all the companies. If you have multiple sales categories, multiple banks, all income of all companies with all bank names are listed out. You can also search bank-wise with dates.

Monthly Expenses Report (All)

This report shows you total monthly expenses month-wise with Total Units Purchased, Total Amount Paid, Total Tax Paid of all the companies. Search between dates option also available.

Monthly Expenses Report (Category-wise)

This report shows you total monthly expenses month-wise with Total Units Purchased, Categories, Total Amount Paid, Total Tax Paid of all the companies. If you have multiple sales categories, all purchases of all companies are listed out. You can also search category-wise with dates.

Monthly Expenses Report (Bank-wise)

This report shows you total monthly expenses month-wise with Total Units Purchased, Categories, Bank name, Total Amount Paid, Total Tax Paid for all the companies. If you have multiple sales categories, multiple banks, all income of all companies with all bank names are listed out. You can also search bank-wise with dates.

Tax Collected (All Day-wise)

This report shows you with all individual tax collected day-wise with customer usernames and description. Search between dates option also available.

Tax Collected (Day-wise)

This report shows you with all total tax collected per day-wise. Search between dates option also available.

Tax Paid (All Day-wise)

This report shows you with all individual tax paid day-wise with vendor names and item description. Search between dates option also available.

Tax Paid (Day-wise)

This report shows you with all total tax paid per day-wise. Search between dates option also available.

TDS (Tax Deducted at Source) Receivables

If any of your customers deducting Taxes and this must have been entered in Income entries to calculate total tax deducted from your customers.

TDS (Tax Deducted at Source) Payables

While purchasing or paying any bills, if you have deducted any taxes, then the report will list out.

Employee’s Sales Report

While entering the income records, if you have selected your employees as their sales, then this report will show, which employee has total volume of sales. Employee’s graph report option is also available when you click on the employee’s name. Check the screenshot here.

Graph Report – Income v/s Expenses

Graph report for income v/s expenses of Quarterly, Half Yearly and Yearly. Check the screenshot here.

Bank Statement Report

This is your exact bank statement copy with debits, credits and balance. You can view your individual bank statement. You can also export bank statement in CSV and PDF format. You can also edit the expense from Debit expense record link or edit the income from credit income record link. Check the screenshot here.

Total Credit/Debits Bank-wise (Month-wise)

This report gives you total credit and debits for the whole month. Report listed month-wise for any selected bank.

 

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