Need more impovemnt to be for GL Account Statement , Vendor Account statement and Customer Account Statement and differentiate between invoices and payment and Journal , Meanwhile need more improvement layout design as Balance sheet and others
Comments
4 comments
Nadim
Hello Mohammed,
You can easily create a Vendor account statement by going to Reports > Statement of Accounts, then filtering on "Accounts Payable" account and the vendor name in "Contact".
The same can be done for customers through filtering on "Accounts Receivable" and the "Contact.
Mohammed
Mo from Wafeq: i know we can use filtering, but the layout report need to be more improved cause it is confused and should be categorized against the invoice and payment
Attiq
There should be one general report of receivable and payable where two option box will appear one box where we have all the built-in
all options and on the other side we can move the tab which we are looking to see in the report. user can set as per his requirement and he can see as per his set criteria further if user want to add and deleted some thing from the option he can do that later when he want.
For period of report you can give option like account wise, customer name wise, period range and so on. Further presentation should be clear and easy for every one. Like in other software we can see these option like quickbook, zohobooks etc. Further we have option to view report in PDF format, copy to clipboard or excel instead of export. Currently in Account transaction as I user filter option which seems to me not good enough and it should be time saving and user friendly. For me I have notice in wekeep we have shorted of reports sections which wekeep need to work.
Nadim
Attiq: thanks a lot for this feedback.
The ability to export the Ageing Reports to Excel and PDF will be available this week.
We'll be further improving our reports in the next few weeks to make it easier to get information.
Comments
4 comments