Type of Payable Vouchers:

The “Type of Payable Voucher” section of the Finas Dashboard’s “Vouchers” section categorizes multiple types of payable vouchers. It shows the number and total value of purchase vouchers, credit notes, expense vouchers, and other vouchers. 

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Type of Payable Voucher will be updated. 

• This section can be interacted with by clicking on the total amount. When you click, a complete list of data in tabular format is provided. 

• This table provides a thorough picture of payable transactions by including details such as vendor names, GL names, FAS codes, invoice numbers, and related amounts. The data will be displayed in accordance with the type of payment vouchers.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.

Type Of Receivable Vouchers:

The “Type of Receivable Voucher” section of the Finas Dashboard’s “Vouchers” section categorizes multiple types of receivable vouchers. It shows the number and total value of sales vouchers, credit notes, receivable vouchers, and debit notes.

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Type of Receivable Voucher will be updated. 

• This section can be interacted with by simply clicking on the total amount for each type of receivable voucher. When you click, a complete list of data in tabular format is provided. 

• This table provides a thorough picture of receivable transactions by including details such as vendor names, GL names, FAS codes, invoice numbers, and related amounts.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.

Approved Voucher Summary:

The “Approved Voucher Summary” section in the Finas Dashboard’s “Vouchers” section gives a tabular presentation of data summarizing approved vouchers. This table contains information such as the Voucher Name, the number of accepted vouchers, and the total sum associated with them.

• The “Approved Voucher Summary” essentially provides an overview of vouchers that have been reviewed and approved, allowing for easy access to information about these transactions.

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Approved Voucher Summary will be updated. 

Payable Vouchers By Status:

The “Payable Vouchers By Status” portion of the Finas Dashboard’s “Vouchers” section provides a breakdown of payable vouchers classified by status. This section provides information on the number (count) and value (amount) of vouchers classified as “Pending,” “Approved,” or “Rejected.”

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Payable Vouchers By Status will be updated. 

• Users can interact with this area by clicking on the corresponding amounts. When you click, a complete list of data in tabular format is provided. Fields in this table include vendor name, voucher details, FAS code, invoice count, and amount.

• The information in this table is specific to the Payable Vouchers By Status category that was chosen, allowing users to obtain insight into the specifics of pending, approved, or rejected vouchers.

• The “Payable Vouchers By Status” feature, in essence, supports users in tracking and managing vouchers depending on their present status, providing thorough information for optimal financial management.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.

Receivable Vouchers By Status:

The “Receivable Vouchers By Status” portion of the Finas Dashboard’s “Vouchers” section provides a breakdown of receivable vouchers classified by status. This section provides information on the number (count) and value (amount) of vouchers classified as “Pending,” “Approved,” or “Rejected.”

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Receivable Vouchers By Status will be updated. 

• Users can interact with this area by clicking on the corresponding dollar amounts. When you click, a complete list of data in tabular format is provided. 

• This table contains information such as the customer’s name, voucher details, FAS code, invoice count, and amount.

• The information in this table is specific to the Receivable Vouchers By Status category that was chosen, allowing users to obtain insight into the specifics of pending, approved, or rejected vouchers.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.

Sales Vs Purchase:

The “Sales vs. Purchase” part of the Finas Dashboard’s “Vouchers” section depicts the relationship between sales and purchases graphically. This section includes a graph that compares Sales, Purchase, and Returns Vouchers. 

• This graph allows you to visually analyze trends and patterns in sales and purchasing activities. It helps you to examine the balance between sales revenue and expenses incurred from purchases.

• The graph also shows the total amount of sales and purchases, giving a rapid summary of the organization’s financial activity from January to December.

• Furthermore, the section includes information about refunds, both for sales and purchases. This data aids in comprehending the influence of returns on the entire financial picture.

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Sales vs. purchase will be updated. 

Payable Credit Note:

The “Payable Credit Note” part of the Finas Dashboard’s “Vouchers” section contains information on credit notes that the company must pay to its vendors. This section shows the overall value (amount) of the payable credit notes as well as the number of such credit notes.

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Payable Credit Note will be updated. 

• Users can interact with this part by clicking on the total number of payable credit notes or the number of credit notes counted. 

• When you click on it, a comprehensive list of data in table style is displayed. Name (vendor name), FAS Code, Invoice Count, and Amount are all fields in this table. 

• This thorough view provides information about the precise credit notes that must be paid to vendors, assisting with effective financial management.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.

Payable Debit Note:

The “Payable Debit Note” part of the Finas Dashboard’s “Vouchers” section contains information on debit notes that the company must pay to its vendors. This section shows the overall value (amount) of the payable debit notes as well as the number of such debit notes.

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Payable Debit Note will be updated. 

• Users can interact with this part by clicking on the total number of payable debit notes or the number of debit notes counted. When you click on it, a comprehensive list of data in table style is displayed. Name (vendor name), FAS Code, Invoice Count, and Amount are all fields in this table.

• This thorough view provides information about the exact debit notes that must be paid to vendors, assisting with smart financial management.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.

Receivable Credit Note: 

The “Receivable Credit Note” part of the Finas Dashboard’s “Vouchers” section provides information regarding credit notes that the organization is eligible to receive from its consumers. This section shows the overall value (amount) of the receivable credit notes as well as the number of such credit notes.

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Receivable Credit Note will be updated. 

• Users can interact with this part by clicking on the total number of receivable credit notes or the number of credit notes counted. When you click on it, a comprehensive list of data in table style is displayed. Name (client name), Fas Code, Invoice Count, and Amount are all fields in this table.

• This thorough view provides information on the individual credit notes that the business anticipates receiving from customers, assisting in good financial management.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.

Receivable Debit Note:

The “Receivable Debit Note” part of the Finas Dashboard’s “Vouchers” section contains information on debit notes that the organization is eligible to receive from its clients. This section shows the overall value (amount) of the receivable debit notes as well as the number of such debit notes.

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Receivable Debit Note will be updated. 

• Users can interact with this part by clicking on the total number of receivable debit notes or the number of debit notes counted.

• When you click on it, a comprehensive list of data in table style is displayed. Name (client name), Fas Code, Invoice Count, and Amount are all fields in this table.

• This thorough view provides information on the exact debit notes that the organization anticipates receiving from clients, assisting in good financial management.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.

Bank Reconciliation Summary:

The “Bank Reconciliation Summary” part of the Finas Dashboard’s “Vouchers” section provides a complete summary of bank reconciliation activity. This part presents data in a tabular manner and includes the following fields: Bank Names, Voucher(s), Amount, Reconciled, Reconciled Amount, Unreconciled Amount, and Balance Amount.

• A summary section follows the table and includes totals for several characteristics such as the total number of vouchers, total amount, total reconciled count, total reconciled amount, total unreconciled count, and total balance amount.

• These totals provide a complete picture of the bank reconciliation status, which aids in successful financial tracking and management.

• Users will be able to use the refresh icon. When users click the refresh icon, the entire Bank Reconciliation Summary will be updated. 

• The “Bank Reconciliation Summary” is a financial report that provides a complete summary of a company’s internal financial records and its bank statements. This summary ensures that the company’s recorded transactions match the bank’s reported transactions.

• The user will be able to click on the reconciled count and unreconciled count to see a list of data in tabular form, including the Voucher No, Name, Voucher Date, and Amount.

• When a user clicks the mail icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF or CSV file via email.