Reports Module

The Reports Module in YoBoox offers a comprehensive array of reporting functionalities to provide users with valuable insights into their financial data. Here’s an overview of the ten main pages within this module:

Transactions Summary
Access a summary of all transactions, providing an overview of financial activity within a specified timeframe.

Account Statement Summary
View a summary of account statements, offering a consolidated view of account balances and transactions.

Income Summary
Obtain insights into income sources and trends with a summary of income generated over a specific period.

Expense Summary
Gain visibility into expenditure patterns with a summary of expenses incurred during a defined timeframe.

Income vs. Expense Summary
Compare income and expense data side-by-side to analyze financial performance and identify trends.

Tax Summary
Review tax-related information, including tax liabilities and deductions, with a summary of tax data.

Cash Flow Summary
Monitor cash flow trends and liquidity with a summary of cash inflows and outflows.

Invoice Summary
Access a summary of invoices issued, including details such as invoice amounts, due dates, and payment statuses.

Bill Summary
View a summary of bills received, providing insights into outstanding liabilities and payment obligations.

Product Stock Summary
Track inventory levels and product availability with a summary of current stock quantities.

Users can export and download all reports from the Reports Module, enabling them to analyze data offline and share insights with stakeholders as needed. With these robust reporting capabilities, YoBoox empowers users to make informed financial decisions and optimize business performance.

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