Merge pull request #346 from munimaubdullah/contribution_day_1

[Docs] Create documentation for accounting reports and customizing erpnext
This commit is contained in:
Rushabh Mehta
2018-11-07 16:22:47 +05:30
committed by GitHub
7 changed files with 26 additions and 0 deletions

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@@ -27,6 +27,13 @@ There are some other options as well to include or exclude Period Closing Entrie
<img alt="Trial Balance" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/trial-balance.png"> <img alt="Trial Balance" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/trial-balance.png">
### Party Wise Trail Balance
Usually you might need to see the trail balance for your customesrs and suppliers. You can easily get for all of your customers or suppliers and also for individual.
<img alt="Sales Invoice Trends" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/party-wise-trail-balance.png">
### Balance Sheet ### Balance Sheet
A Balance Sheet is the financial statement of a company which states assets, liabilities and equity at a particular point in time. A Balance Sheet is the financial statement of a company which states assets, liabilities and equity at a particular point in time.
@@ -71,6 +78,14 @@ The Sales and Purchase Register report shows all the Sales and Purchase transact
<img alt="Sales Register" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/sales-register.png"> <img alt="Sales Register" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/sales-register.png">
### Item wise Sales and Purchase Register
The Item Wise Sales and Purchase Register report shows all the Sales and Purchase transactions for a given period with item rate, quantity, amount and tax details. In this report, taxes has a separate column, so you can easily get individual taxes for each individual item. From this report you can have a look of which items are sold or purchase most.
<img alt="Item Wise Sales Register" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/item-wise-sales-report.png">
### Budget Variance ### Budget Variance
In ERPNext, you can assign expense budget for an expense account against any specific cost center. This report gives a comparison between budgeted and actual expenses and the variance (the difference between the two) in monthly / quarterly / yearly view. In ERPNext, you can assign expense budget for an expense account against any specific cost center. This report gives a comparison between budgeted and actual expenses and the variance (the difference between the two) in monthly / quarterly / yearly view.
@@ -89,6 +104,12 @@ The GSTR-2 report helps Indian users to file monthly return of inward supplies.
<img alt="GSTR-2" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/gstr-2.png"> <img alt="GSTR-2" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/gstr-2.png">
### Sales or Purchase Invoice Trends
Another very useful report is invoice trends, From this report you can easily get the trending items on monthly, quaterly, half yearly or yearly basis. You will get the idea of sales and purchase both in quantity and amount.
<img alt="Sales Invoice Trends" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/reports/sales-invoice-trends.png">
### Other Reports: ### Other Reports:
- **Ordered Items To Be Billed:** The report shows the items which has been ordered by customers, against which Sales - **Ordered Items To Be Billed:** The report shows the items which has been ordered by customers, against which Sales

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@@ -11,4 +11,9 @@ Click [here](/docs/user/manual/en/customize-erpnext/articles/module-visibility.h
> Note: Modules are automatically hidden for users that have no permissions on the documents within that module. For example, if a User has no permissions on Purchase Order, Purchase Request, Supplier, the “Buying” module will automatically hidden for that User. > Note: Modules are automatically hidden for users that have no permissions on the documents within that module. For example, if a User has no permissions on Purchase Order, Purchase Request, Supplier, the “Buying” module will automatically hidden for that User.
Any kind of Reports or DocTypes can also added as a shortcut to the desktop
<img alt="Add to desktop directly" class="screenshot" src="{{docs_base_url}}/assets/img/customize/add_to_desktop_image.png">
{next} {next}