This is an old revision of the document!
Table of Contents
Financial Reports
VYROX VIP Financial Reporting Assistant
This guide helps you easily create professional and detailed financial reports for your products and services. Quickly uncover important insights about your business performance with just a few simple steps.
1. Getting Started
1.1. Employee Login Credentials: Your username and password for secure access.
1.2. Product & Service List: The product and services you wish to analyze.
1.3. VYROX VIP Platform Access: Ensure you are logged into the VYROX VIP platform.
2. Creating Revenue Summary Template
2.1. Go to Financial Reports
2.2. Fill in revenue catagories name in Section Name
2.3. Select facility type for
2.4 Select facility for
2.5. Select Invoice Type
2
> New Revenue Summary > Fill in details > Generate
Details include:
- Pick Date Range
- Select Template (optional)
- Name of Product and Services
- Choose Product and Services Catagory
- Select Item
- Add New Section (optional)
|
2.2 Add and Save New Template
Go to Financial Reports > New Revenue Summary > Fill in details > Save Template .
|
2.3 Add New Revenue Summary using template
After saving template , to use template again , Go to Financial Reports > New Revenue Summary > Select Template > Generate
|
2.4 Delete Template
Go to Financial Reports > New Revenue Summary > Select Template > Delete
|
2.5 Delete Revenue Summary
Go to Financial Reports > Select Revenue Summary > Delete
|
2.6 Revenue Summary Report
Go to Financial Reports > Click on the Report ID of the Revenue Summary
|
|
2.7 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.
- Section Name
- Select the Item or Service catagory
- Select the Item or Service
Remember to click Save Template first and then Generate. Otherwise the whole process need to be repeated.
|
2.8 Edit Catagory and Items or Services
1) Facility Type and Facility can be edited at Facilities setting
Go to Settings > Facilities > Add ,Edit or Delete Facilities
Go to Settings > Facilities > Facility Types > Add ,Edit or Delete Facilities Type
2) Invoice type can be edited at Rates, Fees and Charges setting
Go to Settings > Rates, Fees and Charges > Edit Rates, Fees and Charges
3) Product Group and Product Item can be edited at Products setting
Go to Settings > Products > Groups > Add ,Edit or Delete Product Group
Go to Settings > Products > Items > Add ,Edit or Delete Product Item





