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📊 Accounting Overview

The Accounting module provides comprehensive financial management and reporting tools to help you understand your business performance, track income and expenses, and prepare data for tax filing.

Navigate to Reports from the sidebar to access all financial reports.

Financial Reports

Financial Reports​

The Financial Reports page groups reports into collapsible categories. Click a category header to expand it, then click a report card to open the detailed report.

📊 General Reports (12)​

ReportDescription
Invoice ReportInvoices created on a day & total amount paid
Trial BalanceView trial balance report — verify debits equal credits
Profit & LossIncome, expenses, and net profit for a period
Balance SheetAssets, liabilities, and equity at a point in time
Cash FlowTracks cash inflows and outflows
Sales TrendsAnalyze sales performance over time
Payment ReportIncoming cash, card and UPI payments
Sales ReportDaily and monthly sales overview
Billwise Profit & LossProfit and loss incurred on each transaction
Partywise Profit & LossEach party's profit or loss
Business ExpensesExpenses by category and monthly trend
Inventory ReportTotal items count and stock value

👥 Staff Reports (2)​

ReportDescription
Attendance ReportMonthly employee attendance overview & summary
Employee ExpensesView and analyse expenses by employee

🏥 Medical & Hospital Reports (1)​

ReportDescription
Hospital SummaryDaily counts of appointments, admissions, lab, scans & more
note

The Medical & Hospital Reports category is relevant when the Hospital module is in use. GST reporting lives on its own GST Report menu item, not in this Reports page.

Accessing Reports​

  1. Navigate to Reports from the sidebar
  2. Expand the report category (General, Staff, or Medical & Hospital)
  3. Click the desired report card
  4. Choose the date range and filters
  5. View the generated report and export if needed