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Payment, expense and income reports
Four registers list your money transactions for any period, with filters and totals.
| Report | Where | Filters |
|---|---|---|
| Inward Payment (Inward Payment Register) | Report ▾ → Inward Payment | Customer/vendor, payment type, dates, staff, group |
| Outward Payment (Outward Payment Register) | Report ▾ → Outward Payment | Customer/vendor, payment type, dates, staff, group |
| Daily Expenses | Report ▾ → Daily Expenses | Staff, category, title, dates, payment type (Cash, UPI, Bank Transfer, Cheque, Card) and advance filters on title, category, description, amount, paid to |
| Other Income | Report ▾ → Other Income | Staff, category, title, dates, payment type and advance filters |
Run a report
- Choose the dates and any filters.
- Open Customize Report to pick columns, for example Created By, Description, Category or Title.
- Click Search, then Print or Export.
Tip: The Daily Expenses report grouped by category is a quick way to see your monthly overheads.