Reports – BharatBills https://bharatbills.com/uguide Complete GST Billing Software Thu, 02 Sep 2021 10:57:42 +0000 en-US hourly 1 https://wordpress.org/?v=5.8.6 https://bharatbills.com/uguide/wp-content/uploads/cache/2018/09/cropped-Logo1/19222522.png Reports – BharatBills https://bharatbills.com/uguide 32 32 Reports in BharatBills https://bharatbills.com/uguide/user-guide/reports-in-bharatbills/ Sat, 20 Oct 2018 05:30:36 +0000 http://bharatbills.in/?post_type=ht_kb&p=6861 A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents. BharatBills have the separate section for reports which have sub section for multiple reports and those are

Those are the Report Sub-Sections under the Report Menu which contain the details of all.

]]> How to Check GST Reports in BharatBills https://bharatbills.com/uguide/user-guide/how-to-check-gst-reports-in-bharatbills/ Sat, 20 Oct 2018 06:48:32 +0000 http://bharatbills.in/?post_type=ht_kb&p=6863 GST Return– Filing GST return under the GST regime is crucial as non-compliance and delay will result in penalties and affect your compliance rating and timely refunds. All registered businesses have to file monthly, quarterly and/or annual GST Returns based on the type of business.

In simple words we can say-

A GST return report is a document containing details of income/ expense/ purchase which a taxpayer is required to file with the tax administrative authorities. This is used by tax authorities to calculate tax liability.

Under GST, a registered dealer has to file GST returns that include:

  • Sale
  • Purchases
  • Output GST (On sales)
  • Input tax credit (GST paid on purchases)

Bharatbills have the section for GST reports

GST Return reports
  • GSTR-1 – Its your Sales Tax input report
  • GSTR-2 – Its your Purchase Tax output report
  • GST 3B/Summary- It will show you the complete in and out overview of Tax and show you the difference. it also include expense and RCM invoices.
  • GSTR-2a Reconcilation –  You can upload the json format of your purchase just for cross check
  • Tax Rates Reports- It show you the amount of tax input under GST Slab wise.

 

 

 

Steps to find GSTR-1 / GSTR-2 / GST 3B and Tax rates report

  • Click on Reports -> GST Returns -> GSTR-1 or Appropriate option

    GST Report
  • Select The duration and click on Submit
  • GSTR-1 Show you the complete sale in that particular duration
    • Report have multiple tab like
      • B2B- Business to Business sale(Registered Customer)
      • B2CL- Business to Consumer large
      • B2CS- Business to consumer Small
      • CDNR- Credit/Debit Note Report (Registered)
      • CDNUR- Credit/Debit Note Report (Un-Registered)
      • HSN- HSN code wise report
  • GSTR- 2 Show you the B2B purchase
  • GST 3B/Summary- It will show you the complete in and out overview of Tax and show you the difference. it also include expense and RCM invoices.
  • Tax Rates Reports- It show you the amount of tax input under GST Slab wise.
  • You can download that report
]]> How to check Basic Reports in BharatBills https://bharatbills.com/uguide/user-guide/how-to-check-basic-reports-in-bharatbills/ Sat, 20 Oct 2018 07:18:27 +0000 http://bharatbills.in/?post_type=ht_kb&p=6871 Sales/Purchase are activities related to selling/purchasing or the number of goods or services sold/purchased in a given time period. The seller or the provider of the goods or services complete a sale/purchase in response to an acquisition, appropriation, requisition or a direct interaction with the buyer at the point of sale.

Bharatbills has number of reports which help user to check the overview of business activity. Sale and Purchase are the basic transaction in any business. Bharatbills contain the information of all Sale purchase but for the overview prospective.

step to check the basic report in Bharatbills–

  • Click on Reports -> Basic Reports- >Sale Reports / Purchase Reports
  • Select the option – Sales/ Purchase or Sale Return/Purchase Return
  • Select the duration and customer / Supplier name

    Basic Report
  • Click on Submit
  • It will show the overview of your transaction like
    • Document number
    • Date
    • Name
    • GST Details
Basic Sale Report
  • User can download the report.
]]> How to check the Detailed Reports in BharatBills https://bharatbills.com/uguide/user-guide/how-to-check-the-detailed-reports-in-bharatbills/ Sat, 20 Oct 2018 07:33:33 +0000 http://bharatbills.in/?post_type=ht_kb&p=6876 Sales/Purchase are activities related to selling/purchasing or the number of goods or services sold/purchased in a given time period. The seller or the provider of the goods or services complete a sale/purchase in response to an acquisition, appropriation, requisition or a direct interaction with the buyer at the point of sale. Bharatbills has separate section of detailed reports of Sale and Purchase.

step to check the Detailed report in Bharatbills–

  • Click on Reports -> Detailed Reports
  • Select the option – Sales/ Purchase registere
  • Select the duration and customer / Supplier name

    Detailed Report
  • Click on Submit
  • It will show the detailed view of your sale
    • Bill No.
    • Date
    • Party Name with deatils
    • Product details
    • GST Details
    • Transport details
Detailed Report
  • User can download the report.
]]> How to check the Opening/Closing Balance in BharatBills https://bharatbills.com/uguide/user-guide/how-to-check-the-opneing-balance-in-bharatbills/ Sat, 20 Oct 2018 09:07:42 +0000 http://bharatbills.in/?post_type=ht_kb&p=6884 BharatBills is a easy billing software which comes with the features of Inventory Management. If a user want to check the stock on a particular date than he can check that under the Opening stock/closing Section

Steps to Check Opening Stock

  • Click On Reports -> Stock -> Opening/Closing Stock

    Opening/Closing Stock report
  •  Select The Date and warehouse name
  • Click On Submit

    Opening/Closing Stock Report
]]> How to check the Stock Summary in BharatBills https://bharatbills.com/uguide/user-guide/how-to-check-the-stock-summary-in-bharatbills/ Sat, 20 Oct 2018 10:13:37 +0000 http://bharatbills.in/?post_type=ht_kb&p=6892 A Stock Summary is a statement of the stock-in-hand on a particular date. It is one of the primary inventory statements that is generated in Bharatbills and updates the stock record in real time as and when transactions are entered.

Steps to check the Stock Summary

  • Click on Reports -> Stock -> Stock Summary

    View Stock Summary
  •  Select The duration
  • Select the Category Name
  • Select Product name
  • Select the Location Name
  • Click on submit

    Stock Summary
  •  Click on the date if you want to check the complete transnational overview

    Date wise Transnational overview
]]> How to view the Current Stock / Location wise Stock / Negative Stock in BharatBills https://bharatbills.com/uguide/user-guide/how-to-view-the-current-stock-location-wise-stock-negative-stock-in-bharatbills/ Sat, 20 Oct 2018 11:03:51 +0000 http://bharatbills.in/?post_type=ht_kb&p=6897 The Stock Report provides all of the key data an investor would normally require summarized onto one page. It takes the current market data for the stock, combines it with the current analysts data. BharatBills provide different type of stock report which are available on as single click.

  • Current Stock Location wise
  • Negative Stock
  • Current Stock Merged

Step to check the Reports

  • Click on Reports -> Stock -> 
  • Select any option  Current Stock Location wise / Negative Stock / Current Stock Merged
    Current Stock Location Wise
    Negative Stock

    Current Stock Merged

 

 

]]> How to Check Fund flow report in BharatBills https://bharatbills.com/uguide/user-guide/how-to-check-fund-flow-report-in-bharatbills/ Mon, 22 Oct 2018 05:23:14 +0000 http://bharatbills.in/?post_type=ht_kb&p=6905 MIS stands for management information system. Business managers at all levels of an organization, from assistant managers to executives, rely on reports generated from these systems to help them evaluate their business’ daily activities or problems that arise, make decisions, and track progress.

Fund Flow report is one of them which is a statement of your all transactions, Steps to check the Fund Flow report-

  • Click on Reports -> MIS Reports -> Fund Flow

    Fund Flow
  •  Select the Duration
  • Select the bank book
  • Click on Submit

    Fund Flow Report

 

]]> How to check P&L Report in BharatBills https://bharatbills.com/uguide/user-guide/how-to-check-pl-report-in-bharatbills/ Mon, 22 Oct 2018 05:31:02 +0000 http://bharatbills.in/?post_type=ht_kb&p=6910 A Profit and Loss Report (P&L) is a report that shows your total Income and your total Expenses in a specific period of time. It’s a really useful report as it shows you your net Profit (or loss) based on your Income & Expenses, and that can be used to come up with some cost cutting strategies!.

Steps to check the P&L report-

  • Click on Reports -> MIS Reports -> P&L Report

    P&L Report
  •  Select the Duration
  • Click on Submit

    P&L Report View

 

]]> How to Check Day-book in Bharatbills https://bharatbills.com/uguide/user-guide/how-to-check-day-book-in-bharatbills/ Mon, 22 Oct 2018 05:38:50 +0000 http://bharatbills.in/?post_type=ht_kb&p=6914 General journal is a daybook or journal which is used to record transactions relating to adjustment entries, opening stock, accounting errors etc. The source documents of this prime entry book are journal voucher, copy of management reports and invoices.

Steps to check the DayBook report-

  • Click on Reports -> MIS Reports -> Daybook Report

    DayBook
  •  Select the Duration
  • Click on Submit

 

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