10.1 Financial Statement

Customer portal is a useful system that SS Audit could communication with our clients. It is also easily within reach through powerful collaboration, and this leads to better client satisfaction.

Business processes such as analyzing and tracking revenue is much easier because the portal is built with the customer in mind. This system has great knowledge management capacity as they can house large numbers of important documents in secure and organized formats. With costs coming under control too, there really are no downsides, but just benefits to having a quality customer portal.

14.2. Log in Smartbooks Website

Access website https://accsmb.ssaudit.com

You can tick the checkbox Remember me to access easier next time. If you don’t have account, please contact us, we will check and feedback you later

Login and choose Customer Portal

Some reports

10.1 Financial Statement

10.1.1 Dashboard

· Customer Number: total customers – more info is linked to

· Customer List Vendor Number: total vendors – more info is linked to Vendor List

· Receivable Overdue: Receivable amount would be overdue – more info is linked to Receivable Customer report

· Payable Overdue: Payable amount would be overdue – more info is linked to Payable to Vendor report

· Monthly Recap Report: Sales amount by Month compare this year and last year

· Vendor Active YTD: number of vendors who have at least one of activities this year vs total vendors

· Customer Active YTD: number of customers who bought at least one of products this year vs total customers

· Receive Overdue vs Income: Receivable amount would be overdue vs Income

· Sales vs Target: Sales Amount year to date vs Target (Total Sales amount last year)

· Total Revenue: Total amount of revenue components (compare with last year – higher is good)

· Total Cost: Total amount of cost components (compare with last year - lower is good)

· Total Profit: Total amount of profit (compare with last year – higher is good.

10.1.2 Balance Sheet

For 3 consecutive years