Special Features
GL Mapping (General Ledger)
Purpose: Map business transactions to accounting system accounts
What It Does:
Connects payment methods to GL accounts
Maps service categories to GL accounts
Links product categories to GL accounts
Associates tax rates to GL accounts
How to Use:
Navigate to Finance → GL Mapped Report
View unmapped transactions
Create mappings for transaction types
Assign GL account codes
Sync with accounting system
Best For: Businesses using external accounting software
Export to CSV
Available for Most Reports
How to Export:
Open the desired report
Tap the menu icon (three dots)
Select "Export to CSV"
File downloads automatically
What's Included:
All visible data from the report
Current filter applied
Formatted for spreadsheet compatibility
Print Reports
Available for Most Reports
How to Print:
Open the desired report
Tap the menu icon (three dots)
Select "Print"
Select printer or save as PDF
What's Included:
Formatted for printing
Includes report title and date range
Clean, professional layout
PDF Export
Available for End of Day Report
How to Export:
Open End of Day Report
Tap the menu icon
Select "Export to PDF"
PDF downloads or opens
What's Included:
Complete report data
Business and branch information
Date range
Professional formatting