Reports

Overview

The Reports module in Caddayn Biller is used to access different types of business, transaction, tax, and financial reports. It provides a centralized location where users can select the required report based on the information they need to review.

The Reports module helps users analyze business activities, review daily transactions, check GST-related information, and understand the overall profit and loss of the business.

Users can access the Reports module from the main navigation menu and select the required report from the available options.

Accessing Reports

To access the Reports module:

  1. Log in to Caddayn Biller.

  2. From the main navigation panel, click Reports.

  3. The Reports menu is displayed.

  4. Select the required report from the available options.

The Reports menu contains the following options:

  • General

  • Overview

  • Day Book

  • GST

  • Profit & Loss

Each report is intended for a specific type of business or financial information.

Interface Overview

The Reports menu provides access to different reporting sections.

General

Used to access general business reports and information available in the application.

Overview

Provides a summarized view of business activities and performance.

Day Book

Used to review transactions recorded on a daily basis.

GST

Used to view GST-related transaction and tax information.

Profit & Loss

Used to review income, expenses, and profit or loss information.

General

The General report section is used to access general business-related reports available in Caddayn Biller.

This section can be used when the user needs general information about business activities that does not fall specifically under GST, Day Book, or Profit & Loss reporting.

The information displayed in this section depends on the reports and data available in the application.

Purpose

The General report can be used to:

  • Review general business information.

  • Access available general-purpose reports.

  • Analyze business-related data.

  • Refer to information required for operational or management purposes.

Note: The exact information displayed under General depends on the reports configured and available in the application.

Overview

The Overview report provides a summarized representation of business information.

It is useful when the user wants to understand the overall status of business activities without reviewing individual transactions in detail.

The Overview can help users review business performance and obtain a consolidated view of available business data.

Purpose

The Overview report can be used to:

  • Review summarized business information.

  • Understand the overall business activity.

  • Refer to important business figures in a consolidated view.

  • Get a quick understanding of business performance.

Note: Overview provides a summary-level view. For detailed transaction-level information, users can refer to the relevant detailed reports.

Day Book

The Day Book report is used to view transactions recorded in the business for a specific day or selected period.

It provides a transaction-oriented view that helps users review the financial activities carried out during the selected period.

The Day Book can be useful for checking whether transactions have been properly recorded and for reviewing daily business activity.

Purpose

The Day Book can be used to:

  • Review daily transactions.

  • Check transactions recorded for a particular date.

  • Verify business activities for a selected period.

  • Review transaction information for reference and reconciliation.

Usage

To review daily transactions:

  1. Open the Reports menu.

  2. Select Day Book.

  3. Select or specify the required date or reporting period, where applicable.

  4. Review the transactions displayed in the report.

  5. Use the available report options to review the required information.

Note: The transactions displayed in the Day Book depend on the transactions recorded in the system for the selected date or period.

GST

The GST report is used to access GST-related business and transaction information.

It helps users review tax-related information associated with business transactions and can be used as a reference for GST reporting and verification.

The GST section is particularly useful for reviewing tax information generated from transactions recorded in the application.

Purpose

The GST report can be used to:

  • Review GST-related transactions.

  • Check applicable tax information.

  • Review tax-related business data.

  • Verify GST information before further reporting or accounting activities.

Usage

To access GST information:

  1. Open the Reports menu.

  2. Select GST.

  3. Select the required report or reporting period, where applicable.

  4. Review the GST-related information displayed.

  5. Verify the transaction and tax details as required.

Note: GST information depends on the transaction and tax data recorded in the system.

Profit & Loss

The Profit & Loss report is used to review the financial performance of the business.

It provides information that helps users understand the relationship between business income and expenses and review the resulting profit or loss for a selected period.

This report can be used for financial monitoring and business performance analysis.

Purpose

The Profit & Loss report can be used to:

  • Review business income.

  • Review business expenses.

  • Analyze financial performance.

  • Determine the profit or loss for a selected period.

  • Compare business performance across reporting periods, where applicable.

Usage

To view Profit & Loss information:

  1. Open the Reports menu.

  2. Select Profit & Loss.

  3. Select the required reporting period, where applicable.

  4. Review the income and expense information.

  5. Review the resulting profit or loss information.

Note: The Profit & Loss information is based on the financial transactions and data recorded in the application.

Report Selection

Users should select the report based on the type of information they want to review.

Report

Purpose

General

View general business-related reports and information.

Overview

View summarized business information and performance.

Day Book

Review daily or period-based transaction records.

GST

Review GST and tax-related transaction information.

Profit & Loss

Review income, expenses, and business profitability.

Notes

  • The Reports module provides a centralized location for accessing business and financial reports.

  • The available reports include General, Overview, Day Book, GST, and Profit & Loss.

  • General is intended for general business-related reporting.

  • Overview provides a summarized view of business information.

  • Day Book is used to review daily transaction records.

  • GST is used to review GST and tax-related information.

  • Profit & Loss is used to review the financial performance of the business.

  • Report information is generated based on the data and transactions recorded in Caddayn Biller.

  • Users should select the appropriate reporting period or available filters, where provided, before reviewing report information.

  • The information displayed in each report may vary depending on the data available in the system.

  • Reports should be reviewed carefully before being used for accounting, tax, or business decision-making purposes.