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Supplier invoice template for Management

hi today we'll have a look at how to use the business finance management template we'll start by hiding the top ribbon to have more space great first let's go into the settings page this is where you can enter parameters to set up the tool we can enter the month of the start of the financial year the year we want to report on a couple of taxes name the beginning cash on hand and select a language let's go to the translation tab this is where we can customize our three base languages which is english french and portuguese and set up a fourth one moving on to the category section this allows you to set up the list of income categories as well as the list of expense categories let's add a new income category we'll call it property lease let's move on to the customer tab this is a table listing all clients and their details let's add a new one we'll call him elon musk and we'll enter all his details looking into the supplier list we can see it is very similar to the customer list except it lists suppliers rather than customers let's go into the income tab there are 12 tabs one for each month each allowing you to enter a detailed list of all incomes the header indicates the total payment received for the month the account receivable which is the remainder left to be paid the total income let's enter a new record together we'll set a date an invoice number select customer let's add our newly created customer elon musk enter a category once again we'll select our newly created category property lease and turn amount as you can see the two taxes auto calculate based on the amount that has been entered so does the total finally we'll just indicate if the payment has been received or not this process has to be repeated for every month of the year moving on to the expense tab this is very similar to the income tab but allows you to enter the monthly expenses rather than incomes great we're now ready to look at the reports we'll start with the cash flow report a filter in the top right allows you to visualize all incomes and expenses or only the ones with payment already made received or the one with invoices left to be paid out and expenses less to be paid the header indicates the beginning cash on hand total income total expenses difference which is profit or loss and the ending cash on hand the graph underneath displays the monthly income or expenses and the monthly cash on hand further down a table indicates the total income total expenses the profit or loss and the cash on hand per month moving on to the receivable and payable report this compares incomes and expenses as an overall for the year on the left hand side we can see we have an overview of income indicating the payment received accounts receivable which is left to be paid and the total further down we have a pie chart indicating paid first outstanding incomes and finally a bar chart indicating the accounts receivable which are the incomes with payment left to be received per month the right hand side indicates the same information only for expenses next the income by category this report displays income per category either per month or per quarter the expense by category is very similar to the income by category let's go to the income by customer which is once again very similar but displays information by a customer and by month or quarter the expenses by supplier once again is very similar to that finally the tax report this last report displays both the income and the expenses tax as well as the difference all of this being shown by quarter and that's it you know everything you need to know about our business finance management template and you're ready to start using it now enjoy