How do I generate invoice reports in Metro ERP?

To generate invoice reports in Metro ERP's Accounting App, follow these steps:

1) Go to the "Accounting" module by clicking on its icon in the main dashboard or using the application menu.

2) The advanced reporting feature in the module provides detailed insights into your company's invoice operations. Now, click on "Customers" >> Invoices" inside the module.

3) Navigate to the top of the page and locate the Group By options. From the dropdown, select Invoice Date, and group the data by Year and Month for a more detailed breakdown.

4) This will group all your invoices by Year and Month. You can now easily select the specific month or year for which you want to generate the report.

5) After that, you can further group the data by Customer or Company using the Partner group. To do this, select Add Custom Group, then choose the relevant option. This will organize all your customers for the selected year or month, making it easier for you to generate reports based on partners.

6) Now, check the boxes at the top to select all open customer details. If needed, you can export the generated report in Excel or CSV format by clicking on the Action button and then selecting the Export icon. This makes it easy to share the report with colleagues or stakeholders, or to use it for further analysis in external tools.

7) After clicking the Export button, a wizard will appear showing default fields for export, such as Invoice Number, Customer, Date, Untaxed Amount, Total, Status, and Payment Status. If you need to include additional data, use the search bar to find the fields you want and click the "+" icon to add them to the file. You can also remove unnecessary details by clicking the delete icon next to each field. Finally, choose the desired file format, and click the Export button to complete the process.

8) This will download your report in Excel format, allowing you to open the file and review all the details.

To get more details on how to generate invoice reports, please do contact us at  support@metrogroup.solutions