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financial_report

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financial_report [2025/01/11 07:38] – patrickaufinancial_report [2025/01/15 01:41] (current) – [3. Generating Revenue Summary Report] yong
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 Before you begin creating financial reports, ensure the following prerequisites: Before you begin creating financial reports, ensure the following prerequisites:
  
-1.1. **Employee Login Credentials**: Your username and password for secure access.+1.1. Ensure you have your username and password for secure access.
  
-1.2. **Product & Service List**: The product and services you wish to analyze.+1.2. Prepare the list of products and services you want to analyze.
  
-1.3. **VYROX VIP Platform Access**: Ensure you are logged into the VYROX VIP platform.+1.3. Confirm that you are logged into the **VYROX VIP Platform**.
  
 ===== 2. Creating Revenue Summary Template ===== ===== 2. Creating Revenue Summary Template =====
  
-2.1. Go to ** Financial Reports **+2.1. Open **Financial Reports** from the menu.
  
-2.2. Enter your desired revenue category name in the **Section Name** field.+2.2. Enter the desired revenue category name in the **Section Name** field.
  
-2.3. Use **Facility Type** option if you wish to analyze revenue generated by **Facility Bookings** App+2.3. Use the **Facility Type** option to analyze revenue generated by the **Facility Bookings App**.
  
-2.4 Select **Facility** if you want to focus on revenue data from a particular facility within the **Facility Bookings** App.+2.4. Select **Facility** to focus on revenue data from a specific facility within the **Facility Bookings App**.
  
-2.5. Choose **Invoice Type** to analyze revenue from other service-related transactions.+2.5. Choose **Invoice Type** to analyze revenue from service-related transactions.
  
-2.6. Select **Product Group** to examine revenue across product groups in the **POSERVA Point of Sales** system.+2.6. Select **Product Group** to review revenue across product groups in the **POSERVA Point of Sales App. **
  
-2.7. Choose **Product Item** to view revenue details for specific products within the **POSERVA Point of Sales** system.+2.7. Choose **Product Item** to view revenue details for specific products in the **POSERVA Point of Sales App. **
  
-2.8. Click **Add New Section **if wish to create another revenue category and repeat the steps above for additional analysis.+2.8. Tap **Add New Section** to create another revenue category and repeat the steps for further analysis.
  
-|  {{:fs16.png?nolink}}  |+2.9. Don’t forget to tap **Save Template** to save your changes.
  
-===== 3. Generating Revenue Summary =====+|  {{:fs17.png?nolink}}  |
  
-Details include:+===== 3. Generating Revenue Summary Report =====
  
-  - Pick Date Range +3.1. Open **Financial Reports** from the menu.
-  - Select Template (optional) +
-  - Name of Product and Services +
-  - Choose Product and Services Catagory +
-  - Select Item +
-  - Add New Section (optional)+
  
-|  {{:fr1.png?nolink}}  |+3.2. Tap **New Revenue Summary**
  
-==== 2.2 Add and Save New Template ====+3.3. Tap **Select Template** and choose your preferred report template.
  
-Go to **Financial Reports > New Revenue Summary > Fill in details > Save Template .**+3.4. Tap **Pick Date Range** to select the timeframe for your revenue summary. You can focus the report on specific periods like daily, monthly, quarterly, or a custom range to suit your needs.
  
-|  {{:fr2.png?nolink}}  |+3.5. If you’ve made any changes to the template, tap **Save Template** to keep your updates.
  
-==== 2.3 Add New Revenue Summary using template ====+3.6. Finally, tap **Generate** to complete the process and view your report.
  
-After saving template , to use template again , Go to **Financial Reports > New Revenue Summary > Select Template > Generate **+|  {{:fs16.png?nolink|}}  |
  
-|  {{:fr3.png?nolink}}  |+|  {{:fs18.png?nolink}}  |
  
-==== 2.4 Delete Template ==== +|  {{:fs19.png?nolink}}  | 
- +===== 4. Downloading Revenue Summary Report =====
-Go to **Financial Reports > New Revenue Summary > Select Template > Delete ** +
- +
-|  {{:fr4.png?nolink}}  | +
- +
-==== 2.5 Delete Revenue Summary ==== +
- +
-Go to **Financial Reports > Select Revenue Summary > Delete ** +
- +
-|  {{:fr5.png?nolink}}  | +
- +
-==== 2.6 Revenue Summary Report ====+
  
 Go to **Financial Reports > Click on the Report ID of the Revenue Summary** Go to **Financial Reports > Click on the Report ID of the Revenue Summary**
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 |  {{:rs7.png?nolink}}  | |  {{:rs7.png?nolink}}  |
  
-==== 2.7 Add Template after accidentally delete template ====+===== 5. Add Template After Accidentally Delete Template =====
  
 If template is accidentally deleted , open back a previously generated Revenue Summary Report at the **Report ID** and copy the format. If template is accidentally deleted , open back a previously generated Revenue Summary Report at the **Report ID** and copy the format.
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 |  {{:fs10.png?nolink}}  | |  {{:fs10.png?nolink}}  |
  
-==== 2.8 Edit Catagory and Items or Services ====+===== 6. Edit Catagory and Items or Services =====
  
 **1)** Facility Type and Facility can be edited at Facilities setting **1)** Facility Type and Facility can be edited at Facilities setting
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 |  {{:fs15.png?nolink}}  | |  {{:fs15.png?nolink}}  |
 +
  
financial_report.1736581088.txt.gz · Last modified: by patrickau