SmartBooks Web Guideline
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  • INTRODUCTION
  • GENERAL LEDGER
    • General Ledger Overview
    • Set up an account, do accounting transfer (Set up)
    • Data Input general ledger
    • Data processing general ledger
    • Inquiry general ledger
    • Reports general ledger
  • ACCOUNT PAYABLE
    • Account Payable Overview
    • Set up account payable
    • Input: Invoice of Vendors
    • Proccess: AP Release Batches
    • Inquiry account payable
    • Reports account payable
  • ACCOUNTS RECEIVABLE
    • Account Receivable Overview
    • Set up accounts receivable
    • Input accounts receivable
    • Process accounts receivable
    • Inquiry accounts receivable
    • Reports accounts receivable
  • CASH MANAGEMENT
    • Cash Management Overview
    • Setup cash management
    • Input cash management
    • Report cash management
  • FIXED ASSETS AND EXPENSES MANAGEMENT
    • Overview fixed assets and expenses management
    • Set up fixed assets and expenses management
    • Input fixed assets and expenses management
    • Reports fixed assets and expenses management
  • INVENTORY MANAGEMENT
    • Inventory Management Overview
    • Setup Inventory Management
    • Input Inventory Management
    • Processing Inventory Management
    • Reports Inventory Management
  • TAX INVOICE
    • Tax Invoice Overview
    • Setup tax invoice
    • Input tax invoice
    • Reports tax invoice
  • PURCHASE ORDER
    • Purchase Order Overview
    • Input purchase order
    • Process purchase order
    • Reports purchase order
  • SALE ORDER
    • Sale Order Overview
    • Input Sale Order
    • Process Sale Order
    • Sale Order Report
  • E-INVOICE
    • E-Invoice Overview
    • Setup e-invoice
    • Input e-invoice
    • Processing e-invoice
  • SHARED INFORMATIONS
    • Input shared information
  • USEFUL
    • Useful
  • SETUP TOOL
    • Setup Tool Overview
    • Security
  • CUSTOMER PORTAL
    • Introduction
    • Log in Smartbooks Website
    • How to access Customer Portal
    • Some screenshot
  • DATA SYNCHRONIZATION
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On this page
  • Main page
  • Customer
  • Expensence
  • Income Statement
  • Statement of Income compare three years
  • Sales YTD by Customer
  • Customer Detail

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  1. CUSTOMER PORTAL

Some screenshot

PreviousHow to access Customer PortalNextDATA SYNCHRONIZATION

Last updated 1 year ago

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Main page

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)

Customer

Customer Active by Year chart: Compare the active customers in three years

Customer Active by Month chart: number of Customers have bough any products through months this year Top 10 Customers report: List of 10 customers that have largest sales amount, compare with total sales Customer Outlet: Number of new customers, Returning Customers and Lost Customers in this year

Expensence

Expense Overall Chart: Compare the cost components in this year. It could be click on the label of components to hide or show the components in chart

Expense by Period Chart: Compare the cost components month by month. It could be click on the label of components to hide or show the components in chart

Income Statement: Statement of income current year which highlighted the cost components

Income Statement

Statement of Income compare three years

- Progress Bar: compare the component amount with Gross Sales

- Ratio: Compare the component amount with previous year

- Choose Period: Choose the range of date, it could be showed the range from begin month to end month

Sales YTD by Customer

List of sales amounts by customers month by month

Customer codes are linked to customer detail

Total: Total sales in the year

Months: show up to current month

Progress bar: compare sales the month vs total for the customer

Excel: Export data to excel file

Column Visibility: Show/Hide to column

Customer Detail

Show the detail information of customer

Amount Remaining Receivable: Receivable is remaining for this customer currently

Total YTD Sales: Total sales this year to this customer

Customer by Month chart: Sales Amount and Receivable remaining month by month

Show the detail information of product

Purchase vs Sales by months: Show sales amount, purchase amount month by month for this product.

Compare Balance Sheet (in million) in 3 years

It’s could be expanded or collapsed components to show detail or show summary

Progress bar: Compare the amount of child node with parent component

It’s could be select the month in Choose Period to compare month by year