FTF Documentation

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Generate a finance report ​

When to use it ​

Use this guide when you need to generate a finance report.

Before you start ​

  • Open Accounts Receivables from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes ​

Viewing or downloading this information does not itself change the source records.

The selected finance report is generated for the chosen scope.

Reports and statements show recorded balances. Bad-debt marking changes the invoice’s classification, not whether cash was received.

Steps ​

  1. Open the reports area in Accounts Receivables.
  2. Choose the required receivables, payables, or inventory report. Set the dates, customer, and column scope shown for that report.
  3. Select Generate Report.
  4. Check the report title, dates, totals, and filters before downloading or using it.

Screenshot placeholder: Accounts Receivables: generate a finance report.

Screenshot to add: Accounts Receivables: generate a finance report. Capture filename: images/generate-a-finance-report.png.

Restrictions ​

Payables are amounts owed to suppliers or vendors. Different report types use different date and column controls; compare reports only when their scopes match.