Orax SDI Cloud Reference

  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Tax and Financial Reports

Keep an eye on everything and make sure that your Taxes are paid. The Reports tab in the Ledgers module provides lots of reports for managing your company accounting.

Financial Reports & Tax submissions

Duration: 01:09 minutes     Streaming size: 4.8MB
Most of these reports run off the general ledger. If you have recently loaded new transactions, ensure that the general ledger is updated by posting transactions.
On the right are your tax submission reports.
The VAT and PAYE reports are used for monthly tax submissions.
On the left are your financial performance reports.
Use the income statement or profit and loss statement to measure and monitor your financial performance.
The trial balance can be used to export data to an external system.
Add notes for your accountant at the bottom on the right.
At the bottom of the page the validation buttons indicate whether your general ledger is up to date.


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