Difference between revisions of "Accounting module"
(Created page with "= Accounting report generation = Two types of accounting modules are available in Tactic, the simplified accounting module and the double-entry accounting module. The reporting feature is available in both of the modules. The users are only required to activate their preferred accounting module (either simplified accounting or double entry module) and then generate the reports of their preferred period. The process of report generation in Accounting is integrated with t...") |
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= Accounting report generation = | = Accounting report generation = | ||
Two types of accounting modules are available in Tactic, the simplified accounting module and the double-entry accounting module. The reporting feature is available in both of the modules. The users are only required to activate their preferred accounting module (either simplified accounting or double entry module) and then generate the reports of their preferred period. The process of report generation in Accounting is integrated with two stages, which are the stage of Activation and the stage of Report generation. | Two types of accounting modules are available in Tactic, the simplified accounting module and the double-entry accounting module. The reporting feature is available in both of the modules. The users are only required to activate their preferred accounting module (either simplified accounting or double entry module) and then generate the reports of their preferred period. The process of report generation in Accounting is integrated with two stages, which are the '''stage of Activation''' and the '''stage of Report generation'''. | ||
= Activation stage = | = Activation stage = | ||
It is important to turn on the invoice module before processing with the process of report generation. The steps for activating invoice module are, '''Home -> Setup -> Modules & Applications -> Accounting simplified or Accounting double-entry module -> Activate''' | It is important to turn on the invoice module before processing with the process of report generation. The steps for activating invoice module are, '''Home -> Setup -> Modules & Applications -> Accounting simplified or Accounting double-entry module -> Activate''' | ||
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''If the preferred module is already activated by default (as Tactic enables one of the two modules by default) you can skip this step and directly go to the report generation procedure.'' | ''If the preferred module is already activated by default (as Tactic enables one of the two modules by default) you can skip this step and directly go to the report generation procedure.'' | ||
= Report generation stage (Simplified Accounting Module) = | = Report generation stage (Simplified Accounting Module) = | ||
Simplified accounting module is designed for micro and small firms, which do not require complicated accounting feature. The users need to follow the following steps for generating reports via this module. '''Accounting menu -> Reporting -> | Simplified accounting module is designed for micro and small firms, which do not require complicated accounting feature. The users need to follow the following steps for generating reports via this module. '''Accounting menu -> Reporting -> Choose the suitable option -> Select the month -> Refresh ->The records will be visible''' | ||
'''Step 1''' | |||
[[File:Accounting_simplified_report_1.PNG|center|link=]] | |||
'''Step 2''' | |||
[[File:Accounting_simplified_report_2.PNG|center|link=]] | |||
= Report generation stage (Double entry Accounting Module) = | = Report generation stage (Double entry Accounting Module) = | ||
Double Entry accounting module is designed for performing the complex and complicated accounting activities. Hence, the users can easily generate several types of report with the help of this module. For achieving success regarding this the users need to follow the provided steps, which are, '''Accounting menu -> Reporting -> Select the submenu as per your requirements (there are a lot of submenus available as per the standard reporting requirements) -> Select the month -> Refresh ->The records will be visible''' | Double Entry accounting module is designed for performing the complex and complicated accounting activities. Hence, the users can easily generate several types of report with the help of this module. For achieving success regarding this the users need to follow the provided steps, which are, '''Accounting menu -> Reporting -> Select the submenu as per your requirements (there are a lot of submenus available as per the standard reporting requirements) -> Select the month -> Refresh ->The records will be visible''' | ||
'''Step 1''' | |||
[[File:Accountancy_report_1.PNG|center|link=]] | |||
'''Step 2''' | |||
[[File:Accountancy_report_2.PNG|center|link=]] | |||
However, the users can not generate PDF from the accounting report option, this option only helps in showing the records. The users can manually create records from this information easily. | However, the users can not generate PDF from the accounting report option, this option only helps in showing the records. The users can manually create records from this information easily. | ||
Nevertheless, you can still export the journals into an excel sheet directly by opening the journal list and clicking on the export icon. The excel file will be downloaded automatically via your browser. | Nevertheless, you can still export the journals into an excel sheet directly by opening the journal list and clicking on the export icon. The excel file will be downloaded automatically via your browser. | ||
Latest revision as of 08:36, 24 November 2022
Accounting report generation
Two types of accounting modules are available in Tactic, the simplified accounting module and the double-entry accounting module. The reporting feature is available in both of the modules. The users are only required to activate their preferred accounting module (either simplified accounting or double entry module) and then generate the reports of their preferred period. The process of report generation in Accounting is integrated with two stages, which are the stage of Activation and the stage of Report generation.
Activation stage
It is important to turn on the invoice module before processing with the process of report generation. The steps for activating invoice module are, Home -> Setup -> Modules & Applications -> Accounting simplified or Accounting double-entry module -> Activate
If the preferred module is already activated by default (as Tactic enables one of the two modules by default) you can skip this step and directly go to the report generation procedure.
Report generation stage (Simplified Accounting Module)
Simplified accounting module is designed for micro and small firms, which do not require complicated accounting feature. The users need to follow the following steps for generating reports via this module. Accounting menu -> Reporting -> Choose the suitable option -> Select the month -> Refresh ->The records will be visible
Step 1
Step 2
Report generation stage (Double entry Accounting Module)
Double Entry accounting module is designed for performing the complex and complicated accounting activities. Hence, the users can easily generate several types of report with the help of this module. For achieving success regarding this the users need to follow the provided steps, which are, Accounting menu -> Reporting -> Select the submenu as per your requirements (there are a lot of submenus available as per the standard reporting requirements) -> Select the month -> Refresh ->The records will be visible
Step 1
Step 2
However, the users can not generate PDF from the accounting report option, this option only helps in showing the records. The users can manually create records from this information easily.
Nevertheless, you can still export the journals into an excel sheet directly by opening the journal list and clicking on the export icon. The excel file will be downloaded automatically via your browser.
