Two previous functionalities are summarised in the ‘Profit and Loss’ tab. You can find it under Reports. In ‘P&L’ you see all the income and costs incurred by your company. To filter the data use the ‘Data Range’ dropdown menu and choose a desirable period. To choose a specific day period use the custom sorting from ‘Data Range’ menu and then choose the dates in ‘Start Date’ and ‘End Date’ and press search – the table below will update according to the filter chosen.
You can export the ‘Profit and Loss’ statement in Excel format by using the green ‘Export to Excel’ button. Press the ‘Print’ button to prepare a printable version of the Profit and Loss statement. You can view “analysis ledger and analysis account“ by clicking on the account name on the Profit and Loss.
To ‘Settings’ tab allows you to change various setting in regards of your company and its integration with My T ecosystem – let’s try some of these out. In ‘Company Properties’ you can change information such as Company name, Currency abbreviation, your VAT number or VAT rates. You can also upload your Company Logo from your device using the green Upload box. To update the changes you made simply press ‘Save’. Going down to ‘Financial Year’ you can add your custom financial years that you can use in different functionalities. To do so, press the ‘Add financial year’ button and then enter the start and end dates. When you’re done press the blue button on the right to save the changes or the red one to delete them.
Having saved the new Financial Year you can also edit using the green button on the right. You can also view the chart of accounts. Add a new bank account or edit an bank account. You will see all your accounts ledger in this section.
The ‘Customer Invoice’ tab is very similar in functionality to the ‘Customer Invoice’ tab. Let’s go over it. In the Customer Invoice under uploads tab you can see all the invoices you have prepared for your clients using My T. Using this tab you can filter the invoices by the dates of upload, simply choose the start and end dates and press the ‘Filter’ button which will update the table below.
To clear the filtering use the ‘Clear’ button. In the table below you can see information regarding every single upload, see the invoice in print view and its status in regards of it being uploaded to the AI Accounting module. You can also download these invoices to your device or manually upload them to ‘AI accounting’. To do so, simply choose the invoices you want using the tick boxes on the left and press ‘Download Selected’ or ‘Upload Selected’, respectively.