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Fresa Gold- Reports

How to add Mail Signature..?

Here you can learn about, how to add mail signature. 1. Login with Fresa Gold, Click the User Name icon (Fig.1). Fig.2 2. Click Edit Profile (Fig.2). 3.  Select General tab and enter in the details in mail signature field and click Save Changes button (Fig.3) Fig.3 4. Now while sending the report …

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How to generate A/P Out standing vendor wise report..?

Here you can learn about how to generate A/P outstanding vendor wise report. 1. Login with Fresa Gold, Navigate to Accounts–>A/P (Fig.1). Fig.1 2. Select A/P O/S vendor wise (Fig.2). Fig.2 3. Enter the COA, To Date, Organization, Currency etc., and click Submit button (Fig.3). Fig.3 4. Now you can view the …

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How to generate A/P Sub Ledger wise Trail Balance Report….?

Here you can learn about how to generate an A/P Trail Sub Ledger Balance Report. 1. Login with Fresa Gold, Navigate to Accounts, click A/P (Fig.1) Fig.1 2.Select A/P Trail Balance (Fig.2) Fig.2 3. Enter the From and To date and COA and click submit button (Fig.3) Fig.3 4. Here you can see …

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How to generate Consol Summary Report..?

Here you can learn about how to take the Consol summary report. 1. Login with Fresa Gold, Navigate to Documentation—->Reports (Fig.1). Fig.1 2. Select Consol Summary Report (Fig.2). Fig.2 3. Select the required fields i.e, Date Range, Department, From Date and To Date (Fig.3). Fig.3 4. Here you can see the Consol …

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How to generate the Clientwise GP report….?

Here you can learn about how to generate Client wise GP report. 1.Login with Fresa Gold, Navigate to Customer Service—> Report-CS (Fig.1).     Fig.1 2.Select Client wise GP report. (Fig.2). Fig.2 3.Fill the required fields, i.e ,Date Range, Client fromDate and To Date and click Submit button (Fig.3). Fig.3 4. Here you can see …

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How to show the Customer Purchase Order Number in Invoice report..?

Here you can learn about how to show the customer Purchase Order number in Invoice Report. 1. Login with Fresa Gold, Open a Job/Shipment (Fig.1). Fig.1 2. Click Edit icon of the client organization (Billing Party) in the Organization Tab (Fig.2). Fig.2 3. Select the Reference type as Purchase Order number and enter the Purchase order number and click Save …

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How to add Reference number in Invoice..?

Here you can learn about how to add the reference no. in a Invoice. 1. Login with Fresa Gold, Open a Job/Shipment (Fig.1). Fig.1 2. Click Edit icon of the client organization (Billing Party) in the Organization Tab (Fig.2). Fig.2 3. Select the Reference type as Reference no and enter the Reference number and click …

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How to Generate proforma invoice?

Here you can learn about how to generate Proforma Invoice Report, 1.Open your Respective job/shipment and click the costing button (fig.1). fig.1 2.Now click Add button to add the charges to be shown in the invoice and click the Save & Close button.(fig.2)&(fig.3) fig.2 fig.3 3.Click the Report button on right side top …

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