SalesVu Easy Accounting assists you monitor profit and loss in your business. In this section, you can create expenses categories, input expenses amount in the transactions tab and review the profit and loss report.
Now, let's review them:
Expenses categories
1. Sign in to SalesVu.com
2. Go to "Accounting" on the left-hand menu and select "SalesVu Easy Accounting"
3. To create expenses category, first, select "Expenses Category" on the left and choose your location in the upper left corner
4. Click the "Plus" icon or "Add Expense Category" on the top right
5. Enter information in the next page and save
6. Now, open the "Transactions" on the left, and enter expenses information. Make sure to select correct expense category under the "Select Category" drop-down, and save it. To view any other created expenses, use the filters on top.
- You can search by Payee Name, Payment Status, and Category by clicking on the drop down option named "Advanced options"
- You can also search by type of transaction by clicking on the drop down that says "Approved Transactions"
- You can also import your transactions to your computer by clicking on the blue button on the top right corner named "Import Transactions"
Once you create a transaction for a selected expenses category, it will show up under the "P&L report"
P&L report
1. To run the P & L report, sign in to SalesVu.com
2. Go to "Accounting" on the left-hand menu and select "SalesVu Easy Accounting"
3. Select "P&L Report" on the left
4. Select your location in the upper left, use date and advanced filters.
5. You can go to the "Help" button to know more about description of report.
6. To export the report, click "Export" button on the top right, to print click on the "Printer" icon on the top right corner