Welcome to this comprehensive guide on the Total Incoming Bills feature in Empress. This feature is designed to provide a quick, user-friendly overview of the total incoming bills for your business.
Introduction
The Total Incoming Bills feature is an integral part of the Empress suite. It offers a clear, concise look at your business’s incoming bills, providing vital information for financial planning and budgeting.
This feature eliminates the need for manual calculations or data analysis, giving you more time to focus on your core business operations. With Total Incoming Bills, you can stay on top of your finances and plan more effectively for the future.
Primary Functions and Benefits
The Total Incoming Bills feature:
- Aggregates your total bills: The feature sums up your total net incoming bills, taking into account all your company’s purchase invoices.
- Provides a year-to-date overview: It automatically filters the data to show bills from the current year.
- Offers monthly stats: The feature provides a monthly breakdown of your incoming bills, helping you track your expenses over time.
How to Use Total Incoming Bills
Here’s how to get the most out of the Total Incoming Bills feature:
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Viewing your total incoming bills: Simply navigate to the ‘Accounts’ module and select the Total Incoming Bills number card. This will display your total incoming bills, based on the purchase invoices for the current year.
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Editing filters: Although the default filter shows the total bills for the current year, you can modify this to suit your needs. Click on the ‘filters_json’ field and adjust the parameters as needed.
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Sorting information: To view your total incoming bills on a monthly basis, ensure that the ‘stats_time_interval’ field is set to ‘Monthly’.
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Tracking information: Use the ‘show_percentage_stats’ field to toggle the display of percentage stats. When enabled, this feature shows the percentage change in your bills from one month to the next, which can be useful for tracking trends.
User Roles and Permissions
As an owner or administrator, you have full access to the Total Incoming Bills feature. You can view, edit, and track information as needed.
Conclusion
The Total Incoming Bills feature in Empress is a powerful tool for managing your finances. It provides a clear, concise snapshot of your incoming bills, making it easier to plan your budget and track your expenditures.
For additional help or resources, please refer to the Empress user manual or contact our support team. Our goal is to make your experience with Empress as seamless and productive as possible.