Creating a New Advance Report

Creating a New Advance Report in Awery involves the following steps:

1. Create a New Advance Report:

   • Navigate to the Accounts section and under Cash click the “New Advance Report” button to create a New Advance Report.

2. Enter New Advance Report Details:

   • Fill in the necessary fields for the new Advance Report, including the Job Subtype, Office, Contractor type, Customer, Team, Status, Document number, Reference, Tax, Station, Department, Currency, Rate, Description, and any other required information.

3. Add Details to Transactions:

   • To create the New Advance Report, add the account entries (transactions) for the Advance Report.

   • Enter the details for the account you want to create the Advance Report for:

     • DR/CR Account: Enter the account number for the account you want to create the opening balance for.

     • Enter the Price for the Transaction.

     • Provide a brief description of the entry (e.g., "Advance Report for Account XYZ").

4. Add Additional New Advance Report Entry:

   • If needed, click the "+" button to add another row in the entries table and repeat the process used in step 3.

5. Save and Post the Advance Report:

   • Review the information for accuracy.

   • Click the "Save" button to save the Advance Report.

   • Click the "Post" button to finalize and record the Advance Report.

Remember to review and verify the account entries before posting to ensure accurate financial reporting. If you have any questions or need assistance, reach out to your system administrator or the Awery support team.