Circle7 - Help Document

Circle7 - Help Document

Report

Daywise Collection:

  • Within this page, a concise overview of transaction date and total amount will be displayed.(refer Fig 9.1)

  • Fig 9.1
  • You can use the Date filter to discover a specific transaction date, then click “Search” to start your search.

  • There's also an “Export Excel” button available. Clicking this button will enable you to download the daywise collection data.

  • This specific page provides an all-encompassing presentation encompassing intricate information about the transaction dates and their corresponding total amounts for the specified date.

  • For a more detailed exploration, click on the “Tag” icon. This will grant access to the specific details of the receipts on the “Manage Receipt” page.

Userwise Collection:

  • Within this page, a concise overview of executive name and total amount will be displayed.(refer Fig 9.2)

  • Fig 9.2
  • You can use the Date and other filter to discover a specific executive name, then click “Search” to start your search.

  • There's also an “Export Excel” button available. Clicking this button will enable you to download the userwise collection data.

  • This specific page provides an all-encompassing presentation encompassing intricate information about the executive names and their corresponding total amounts for the specified date.

  • For a more detailed exploration, click on the “Tag” icon. This will grant access to the specific details of the receipts on the “Manage Receipt” page.

Account Type Summary:

  • This page gives a quick overview of different account types, showing the opening balance, money spent (debit), money received (credit), and the closing balance.(refer Fig 9.3)

  • Fig 9.3
  • You can use the Date and other filter to discover a specific account type, then click “Search” to start your search.

  • There's also an “Export Excel” button available. Clicking this button will enable you to download the account type summary.

  • This specific page provides an all-encompassing presentation encompassing intricate information about the account type and their total amounts for the specified date.

  • For a more detailed exploration, click on the “Tag” icon. This will grant access to the specific details of the accounts on the “Title Account Summary” page.

Title Account Summary:

  • This page gives a quick overview of different title accounts, showing the opening balance, money spent (debit), money received (credit), and the closing balance.(refer Fig 9.4)

  • Fig 9.4
  • You can use the Date and other filter to discover a specific account type, then click “Search” to start your search.

  • There's also an “Export Excel” button available. Clicking this button will enable you to download the title account summary.

  • This specific page provides an all-encompassing presentation encompassing intricate information about the title account and their total amounts for the specified date.

  • For a more detailed exploration, click on the “Tag” icon. This will grant access to the specific details of the accounts on the “Account Summary” page.

Account Summary:

  • This page gives a quick overview of different accounts, showing the opening balance, money spent (debit), money received (credit), and the closing balance.(refer Fig 9.5)

  • Fig 9.5
  • You can use the Date and other filter to discover a specific account, then click “Search” to start your search.

  • There's also an “Export Excel” button available. Clicking this button will enable you to download the account summary.

  • This specific page provides an all-encompassing presentation encompassing intricate information about the account and their total amounts for the specified date.