Viewing Income Report

The income report in the system allows you to track all recorded income vouchers within a specific period, displayed in an aggregated view. This enables you to accurately monitor cash flows, compare the performance of different branches or treasuries, and support financial decision-making based on actual revenue movements.

1. From the main menu, go to “Reports“.
2. Select “Accounting Reports“.
3. From the “Incomes Periodic Reports” list, choose the income report by Period (Daily – Weekly – Monthly – Yearly).
4. Alternatively, define the details you wish to display from within the report screen, with filtering options available by: yearly, monthly, weekly, daily, category, staff, vendor, treasury, or branch.

Report Contents

• View Mode:
  • Summary: Displays only the date with the total amount.
  • Details: Displays all related data for each receipt voucher, such as (Code – Date – Treasury – Category – Vendor – Journal account – Staff – Note – Branch – Amount – Tax – Total with Tax).

• Chart: Illustrates the movement of receipt vouchers during the selected period.

• Totals: Shows the total received amounts for each day.