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Open and Manage Daybook

Overview​

This article explains how to open a daybook, review daybook details, and send the daybook summary by email.

Open a Daybook​

Use this option to create a new daybook for the selected business day.

Steps to Open a Daybook​

  1. Go to Daybook.
  2. Click Open Daybook.
  3. Enter Remarks if required.
  4. Click Open Daybook again to confirm.

Result​

The daybook will be created and the system will display the complete daybook details.

Daybook Details​

After opening the daybook, the following information will be available.

Daybook Overview​

  • Daybook Status
  • Check Date
  • Total Sales
  • Total Expense
  • Total Registers

Daybook Summary​

The summary section includes:

  • Total Sales
  • Total Expenses
  • Total Purchases
  • Total Registers

Financial Summary​

Displays the financial overview for the selected daybook period.

Register Status​

View the status of all registers associated with the daybook.

Open Register Details​

Check details of all currently open registers.

Purchase Order Details​

View purchase order information linked to the daybook.

Expense Details​

View all recorded expenses for the selected period.

Send Daybook Summary by Email​

Use this option to share the daybook summary through email.

Steps to Send the Summary​

  1. Open the required Daybook.
  2. Click Send Email Summary.
  3. Enter the following details:
    • Recipient Email: Mandatory
    • CC: Optional
    • BCC: Optional
  4. Enable Attach PDF Report if you want to include the PDF version of the report.
  5. Click Send Email.

Result​

The daybook summary will be sent to the provided email addresses.