Solutions

• Sales Register Reports

  WrkPlan enables users to go through the detailed Sales Register Reports in detail at any point of time. The generation of reports is primarily about the information on sales of a business for a particular period of time.

  • Sales register stores the details of total sale in a consolidated register report for having a control over the business transaction.
  • Tracking of B2B and B2C sales invoices
  • Advanced paid details if any
  • Credit and debit notes of customers that has been shared

  

• Vendor Ageing Analysis report

  This particular report outlines the various details like the due dates of the bills and the outstanding amount that the company needs to pay to its vendors at different time Intervals. The primary purpose of the report is to give the company a visual aid in determining which particular invoices are due for payment.

  • The report should be cleaned up periodically so that stray debit and credit are removed which might lead to further complications.
  • The report is to set up with a 30 days of time interval for an organization
  • Helps outside auditors in the form of listing of payables that are due.

  

• Stock inflow and outflow register reports

  The process of stock in and out is a part of every industry, and it is extremely important to maintain a consolidated report for it.

  • The warehouse stock register reports aids to review complete inventory details that includes

    - current stock at the warehouse
    - sales margin for a period of time

  

• Salary statement reports

  WrkPlan's salary statement shows a complete breakup of the salary of employees in different batches or groups. The report has two different components, and it reads like this-

  Income

  This component includes the basic salary, Dearness Allowance, and other allowances like house rent travel allowance, medical allowance, performance bonus allowance etc. There may be various other allowances paid to the employees for varied purposes, and all these are clubbed together under ‘Other allowances’.

  Deductions

  This part highlights the following deductions from the basic salary or gross salary like PF, Professional Tax, TDS etc

  

• Purchase Register reports

  This specific report delivers information on the purchase of a particular time period and offers the flexibility to sort an item, location, vendor group for its use in the Credit and Debit notes.

  • A detail view of all transactions and the filters helps to review the inward supplies as well.
  • Helps in making effective business decision by analysing the kinds of transactions that are taking place