Overview – Reports

In Erpisto, the Reports module contains reports about your business, accounting, and taxes. These reports offer a wealth of data about your company, including sales figures, purchases, inventory, and activity logs. Before we look at the different types of reports that Erpisto has to offer, let’s have a look at how you can customize and manage them to match your needs.

Business Overview #

• Profit and Loss
• Cash Flow Statement
• Balance Sheet

Sales #

• Sales by Customer
• Sales by Item

Inventory #

• Inventory Summary
• Inventory Valuation Summary
• Committed Stock Details
• Stock Summary

Receivables #

• Customer Balances
• Aging Summary
• Aging Details
• Invoice Details
• Retainer Invoice Details
• Sales Order Details
• Estimate Details
• Receivable Summary
• Receivable Details

Payments Received #

• Payments Received
• Credit Note Details

Activity #

• Activity Logs

Tax Summary Reports #

• Tax Summary

Note:

The transactions which are in the Draft status will not reflect in any of your reports.