Key feature
Key daily KPIs
Total revenue, COGS, gross profit, OPEX, net profit / loss, gross margin %, net margin %, cash received.
See how →Daily P&LEvery day
Drill downChannel, entity, SKU
Audit logsMulti-year data
StatutoryReports and functions
Easy Financial Reporting Systems brings every transaction from every module into finance, and shows the profit every day.
On this page
Overview
From transaction to daily P&LDaily
Key daily KPIs and the P&L dashboardChannels, SKUs, cash flow and receivablesAccounts
Chart of accounts, journals, ledgers and paymentsControl
Audit logs, statutory reports and multi-year dataScreens
FRS screensMore
At a glanceEvery function, with a pictureFrequently asked questionsOverview
OverviewFrom transaction to daily P&L
Procurement, sales, stores, payroll and expenses post into the chart of accounts through journal entries; ledgers and the daily P&L follow.
The Financial Reporting System is included as standard.
Functions on this topic
- Journal entry; accounting integration for all transactions
- Financial Reporting System, included as standard
Daily
DailyKey daily KPIs and the P&L dashboard
Each day shows total revenue, COGS, gross profit, OPEX, net profit or loss, gross and net margin and cash received. The daily P&L dashboard charts revenue against COGS and net profit for 7 or 30 days, with sparklines and a date range selector.
Filters cover date, branch, region or company entity, channel, product category or SKU and currency, with refresh, PDF export and scheduled email. See Financial P/L Daily.
Who uses it
CFOMD
Functions on this topic
- Key daily KPIs: Total revenue, COGS, gross profit, OPEX, net profit / loss, gross margin %, net margin %, cash received
- Daily P&L dashboard: Revenue vs COGS vs net profit (7 / 30 days); sparklines; date range selector
- P&L filters and actions: Date; branch / region / company entity; channel; product category / SKU; currency; refresh, export PDF, schedule email
DailyChannels, SKUs, cash flow and receivables
Revenue is shown by channel, with the top 10 SKUs by revenue and a drill into each SKU’s P&L. Cash in, cash out and net cash flow, receivables ageing from 0-30 to 90+ days and the top 10 receipts of the day complete the daily view.
Income and expense accounts for the month are listed in the P&L details.
Who uses it
CFOSales head
Functions on this topic
- Revenue by channel; top 10 SKUs by revenue with drill into SKU P/L; channel table
- Cash in / cash out / net cash flow; receivables ageing (0-30 to 90+); top 10 receipts of the day
- P&L details: income and expense accounts for the month
Accounts
AccountsChart of accounts, journals, ledgers and payments
The chart of accounts and the profit and loss module, journal entries with accounting integration for all transactions, ledger statements and payment management form the accounting core. Accounts are updated monthly, and forecasting management accounting is supported.
Documents are stored with the transactions.
Who uses it
AccountsCFO
Functions on this topic
- Chart of accounts; Profit & Loss module
- Forecasting management accounting
- Ledger statement
- Payment management
- Document storage
- Monthly accounts updates
Control
ControlAudit logs, statutory reports and multi-year data
Audit logs run across multi-year data for statutory audit, with statutory reports and functions. Purchase, sales and material reports drill down, multiple years of data are instantly accessible, invoices are stored over years and customers and vendors can be analysed across years.
Weekly and monthly KPA reports summarise performance.
Who uses it
AuditorsCFOManagement
Functions on this topic
- Audit logs; multi-year data with audit log for statutory audit
- Statutory reports and functions
- Drill-down purchase, sales and material reports
- Multiple years data with instant access; store all invoices over multiple years; multi-year customer and vendor analysis
- Weekly / monthly KPA reports
Screens
ScreensFRS screens
The FRS screens cover the profit and loss report, net profit, income and expenses, assets, the chart of accounts, liabilities, revenue and the day-wise FIS report.
Each is shown on FRS Screens.
Functions on this topic
- FRS screens: Profit & loss report, net profit, income, expenses; asset; chart of account; liabilities; revenue; day-wise FIS report
SpecificationsAt a glance
| Daily KPIs | Revenue, COGS, gross profit, OPEX, net profit, margins, cash received |
|---|---|
| Drill down | Channel, entity, SKU, income and expense heads |
| Accounting | Chart of accounts, journals, ledgers, payments |
| Control | Audit logs, statutory reports, multi-year data |
| Output | PDF export, scheduled email, Tally export from procurement and sales |
FAQFrequently asked questions
Is profit shown daily?
Yes.
Can it email the P&L?
Yes, scheduled email and PDF export.
Is there an audit log?
Yes, across multiple years.
In detail
Every function, with a picture
23 functions, each with a screen or diagram you can click to open full size, and a link to the step-by-step guide in the Docs. Key features are marked in orange.
Every accounts and finance function
Revenue by channel and more
Revenue by channel and top SKUs, with a drill-down into each SKU's P&L.
See how →Cash in / cash out / net cash flow and more
Daily cash in, cash out and net cash flow, with receivables ageing and the day's top receipts.
See how →
Key feature
Daily P&L dashboard
Revenue vs COGS vs net profit (7 / 30 days); sparklines; date range selector.
See how →
P&L filters and actions
Date; branch / region / company entity; channel; product category / SKU; currency; refresh, export PDF, schedule email.
See how →P&L details: income and expense accounts for the month
Month's income and expense accounts behind the P&L.
See how →FRS screens
Profit & loss report, net profit, income, expenses; asset; chart of account; liabilities; revenue; day-wise FIS report.
See how →
Key feature
Journal entry and more
Transactions from every module post to accounts; journal entries for the rest.
See how →
Document storage
Keep bills, contracts and other documents with the transaction they belong to.
See how →
Drill-down purchase, sales and material reports
Drill down from totals to the purchase, sales and material entries behind them.
See how →
Multiple years data with instant access and more
Years of invoices stay instantly accessible for customer and vendor analysis.
See how →Masters and set-up
Keep exploring at your own pace
Every module page walks through the screens, reports and mobile apps in the same way, so you can see exactly how EasyDairyERP fits your dairy.
When you have seen enough, we are happy to show it to you live on our sample data: book a demo or call +91 94880 59495.
Next stop on the tour (26 of 27)Financial P/L DailyContinue the tour →