Ruka hadi yaliyomo
Yasa
Msaada wa Yasa

Je, ninachujaje na kupakua ripoti?

Ripoti hutoa mionekano inayoweza kupakuliwa ya data iliyohifadhiwa ya nafasi ya kazi.

Kabla ya kuanza

Jukumu lako la nafasi ya kazi lazima liruhusu ripoti iliyoombwa.

Nini cha kufanya

  1. Fungua Ripoti na uchague aina ya ripoti.
  2. Chagua kipindi, tarehe na vichujio vya hali ya mteja, sarafu au hali.
  3. Chagua safu mlalo zenye maelezo zaidi au jumla za vipindi vinavyotumika.
  4. Pakua umbizo linalopatikana la CSV, XLSX au PDF na ukague faili.

Nini kitatokea baadaye

Ripoti inaonyesha kipindi na vichujio vilivyochaguliwa; sarafu kubaki tofauti.

Ikiwa kitu kitaenda vibaya

Ripoti tupu inaweza kuonyesha vichujio vyake au msingi wa tarehe. Upakuaji hautoi ankara, kutuma hati au kurekodi malipo.

Miongozo inayohusiana

Midas

How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.

Midas

How do I review receivables and download a customer statement?

Receivables shows recorded balances as of a selected date. A customer statement presents the selected customer's opening balance, movements and closing balance for a date range.

Midas

How do I choose a document layout, visible fields and logo?

Document presentation controls select the layout and visible fields for an eligible billing document. They are separate from the underlying invoice amounts and company information.