Making Sales Financial Reports at Jurnal.id

Make a report finance It is important for a business or company to know the inflow and outflow of money and determine whether the business is in a profit or loss position.

There are many types of financial statements. On Jurnal.id, you can view various financial reports, two of which are sales financial reports and purchase financial reports. Below will be explained how to view and download sales financial reports from Jurnal.id.

How to Make Financial Reports in Journals

At Jurnal.id, there are several types of sales reports that you can view and download. Among them are sales list reports, customer accounts receivable reports, delivery sales, sales reports per customer, to sales reports per product.

To view and download individual reports, you need to follow the steps below.

• Entered into dashboardsJournal.id.
• Open menu Report.
• On the Reports menu, go to tab Sale.
• There, you will see various sales reports as mentioned above.

• Select the type of sales financial report you want to generate. 
• Then, you can set the date at the top left to view the report for a specific time period.

• In addition to the date, you can also do filter more detail with the click of a button More Filters.

• After setting the information you need, click filter to view reports according to filter.
• When the report has been displayed and you want to download the report, click the button Export.

• Then, select the report format you want to download. You can download it in .pdf, .xls, and .csv formats.

Video Tutorial on Making Sales Reports at Jurnal.id

https://www.youtube.com/watch?v=rcJgH5xcGJM

Make Purchase & Expenditure Financial Report

Not only sales reports, purchase and expense reports at Jurnal.id are also available in several types. There are seven types of purchase reports and two types of expense reports. Here's how to view and download financial reports for business purchases and expenses.

• Access dashboardsJournal.id and login.
• Enter menu Report.
• Open tab Purchase.
• Then, you will see various types of purchase and expense reports that you can download, including purchase list reports, accounts payable reports beg, purchase delivery reports, purchase order completion, per . purchase beg, debt age, purchases per product, expense list, and expense details.

• Select the type of report you want to view or download.
• You can specify the time period of the report you want to view in the date column.

• Just like how to make the previous report, you can also do filter report with the click of a button More filters to view more specific reports at your disposal.

• When the report appears and you want to download it, click Export and select the type of report file you want (PDF/XLS/CSV).

Those are the steps in making financial reports of sales and purchases at Jurnal.id. For other types of financial statements, you can follow the same steps as above. Good luck!

Video How to Make a Purchase Report at Jurnal.id

https://www.youtube.com/watch?v=Xyy--_ItC2E