Generating reports in DAAI Business Suit is straightforward. Follow these steps:
Step 1: Access the Report Module :
Log in to DAAI Business Suit.
Navigate to the Reports section.
Step 2: Set the Date Range :
Locate the Start Date and End Date fields.
Click on the calendar icon or directly type the desired dates in the format dd/mm/yyyy.
Start Date: The beginning of the period you want to analyze.
End Date: The last day of the period.
Step 3: Select the Report Type :
Choose one or more checkboxes based on the report you need:
TDS Expenses: Displays Tax Deducted at Source details.
Invoice and Payments: Summarizes all invoices and payments.
All Expenses by Invoice: Lists all expenses recorded by invoice.
GST Expenses: Provides details on Goods and Services Tax-related expenses.
All Expenses by Payments: Summarizes expenses based on payments made.
Step 4: Generate the Report :
After selecting the date range and report type(s), click the Generate Report button.
The system will compile the data and display it on the screen.
Step 5: Export the Report :
Once the report is generated, locate the Export button.
Click to download the report in your desired format (e.g., PDF, Excel).
Tips for Generating Accurate Reports:
Double-check the date range to ensure it covers the period you need.
For large date ranges, the system might take a moment to process. Be patient.