Reports

Cash flow statement, sales & purchase register, trial balance, p&l, ageing report, etc.


To check the Aging report in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac)


Press Ctrl+G/ Cmd+G and search "Aging Report"




Here you can see the overall Upcoming and Due balances 




You can also see the customer-wise aging report that means the period-wise dues of the customer  





It includes the customer-wise Upcoming and Total dues




You can edit the period as well by click on the "Day range"


How to check the agi...

November 12, 2024



To see the Balance Sheet in Giddh, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).


Press Ctrl+G/ Cmd+G and search Balance Sheet 




You can select either a date range or a financial year depending on the data you need, and you can also choose the period for both


Now you can see the balance sheet data as per the selected period  




You can expand and collapse it as well 


If required you can also download the report in XSL format


Balance sheet

November 12, 2024



To check the Purchase Register in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).



Press Ctrl+G/ Cmd+G and search Purchase Register > reports > purchase register 




Click on the financial year and select the required one 




Now click on the more icon and select the period to see the period-wise purchase register  




Here is the report of your selected period,

if you want to see all the transactions of a time period, then please click on it 




This is the report for the particular month, it includes the data of Purchase, Return, Net discount, Net tax, and Net Purchase 




By double click on the account name provides several options: 

  1. Edit: Use the edit icon to modify the specific account 

  2. Go to ledger: Select "Go to ledger" to directly access the corresponding ledger account 

  3. Generate Invoice: Clicking on "Generate invoice" redirects you to the invoice module for creating a new invoice




To export the data click on the "Export" button 



if you want to apply filter to your data click on "Filter" icon



How to check Purchas...

November 12, 2024


To see profit and loss in Giddh, log in to your Giddh account.



To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).



Press Ctrl+G/ Cmd+G and type profit and loss






Select the date range or financial year as per requirement 



 




After selecting the date You can see the report and export it into excel 






You can export the report in excel format 




Profit and Loss

November 12, 2024


To view GSTR-3B report in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+g (for Windows) or cmd+g (for Mac)


Press Ctrl+g or Cmd+g and search "GST" 




You are on the GST Dashboard, if you have multiple GSTIN then click on the GST number to select the required GSTN for the reports 




Click on the Period button to select the particular year and month for the reports


 

Select GSTR 3B 



Now you are on the GSTR 3B page, here you can view its month-wise report 




To download the reports click on the "Download" button > fill your Email Address > Click on "Email Sheet" 


You will get an Email containing the Excel file of GSTR 3B report on the provided Email id

How to check GSTR3B ...

November 12, 2024

To check the Sales Register in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).



Press Ctrl+G/ Cmd+G and search "Sales Register" click on reports > sales register




Click on the financial year and select it 



 Now click on the more icon and select the period to see the period-wise sales register 




Here is the report, now click on a month to see all its transactions



This is the report for the particular month, it includes the data of Sales, Return, Net discount, Net tax, and Net Sales  




By double click on the account name provides several options: 

  1. Edit: Use the edit icon to modify the specific account 

  2. Go to ledger: Select "Go to ledger" to directly access the corresponding ledger account 

  3. Generate invoice: Clicking on "Generate invoice" redirects you to the invoice module for creating a new invoice



To export the data click on the "Export" button



If you want to apply filter to your data click on "Filter" icon


How to check the sal...

November 12, 2024


To check the daybook in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).


Press Ctrl+G/ Cmd+G and search Daybook 




Select the required period by click on the "date range" button 




Here is the daybook of your selected period 



You can expand and collapse it as well 


 

Filter button: to apply advance filter on the reports

Export button: to export/download the report

How to check Daybook...

November 12, 2024

To check the cash flow statements in Giddh, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).


Press Ctrl+G/ Cmd+G and search Cash flow statement 




Here is the Cash flow statement 


You can select the period by clicking on the date range button 



Click on the "Download Report" to download the Cash flow statement

Cash flow statements

November 12, 2024


To see the "Monthly Columnar Report" in Giddh, Login to your Giddh account. 

To search anything in Giddh just press Ctrl+g (for windows) or Cmd+g (for Mac). 


Press Ctrl+g/Cmd+g and search Columnar Report click on reports > monthly columnar report 




Select the required Financial year, Month, and Group for the report 

and you can also select the other options like Opening/Closing balance and Cr/Dr 




Now you can access three options:

  1. Export: To download the columnar report in excel 

  2. Show: To view the report

  3. Reset: To reset the filled data


Here is the columnar report 



Where can I see my m...

November 12, 2024


To see the reverse charge report in Giddh, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).



Press Ctrl+G/ Cmd+G and search reverse charge click on Reports > Reverse charge 



You can select the date range too



Here you can see the Total taxable value and the Total tax amount 


Here you can see all the reverse charge entries of the selected period 



You can also search the supplier's name, invoice no., and supplier's country by click on the search icon 



You can also select the Voucher Type as Journal, Purchase, and Debit Note


Reverse charge repor...

November 12, 2024



To see the Trial Balance in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).



Press Ctrl+G/ Cmd+G and search Trial Balance





You can select either a date range or a financial year depending on the data you need



Now you can see the Trial balance as per the selected period  



You can expand and collapse it as well 




You can download the report into XSL and CSV format 


Click on one format type and select report type to download the trial balance as per your requirement


Trial balance

November 12, 2024



To get a stock-wise report in Giddh, log in to your Giddh account.



To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).



Press Ctrl+G/ Cmd+G and type inventory








At helf hand side you will see three dots near to search field click on it 







Now you can download all your reports group wise, stock wise, and account wise into excel or CSV. 


stock wise report

November 12, 2024

To view and download GSTR-2 report in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+g (for Windows) or cmd+g (for Mac)


Press Ctrl+g or Cmd+g and search "GST" 




You are on the GST Dashboard, if you have multiple GSTIN then click on the GST number to select the required GSTN for the reports   



Click on the Period button to select the particular year and month for the reports 



Select GSTR-2


Now you are on the GSTR-2 page, here you can view its month-wise report  

You can also see the list of transactions that come under a particular section by just clicking on it




Here you can see the detailed view of all the B2B invoices of the selected period




You can apply the filter of the Transaction type and the Invoice type as per your requirement too 



To reconcile the GST-2R report with the GST portal, click on "Reconciliation"

Note: You can only file your return when you are on Consolidated mode 



Click on "Authenticate" button


 Fill the GST username, and click on "Get OTP" button   



An OTP will be sent to your registered mobile number, 

Fill the OTP > Click on "Verify OTP" button


Now your GST portal is Authenticated with Giddh, 

Click on the "Pull from GSTN" button to pull the data from GST portal 



Now your data is pulled from the GST portal, and you will be able to see the following information: 


Missing in GSTN: This refers to data that is present in GIDDH but missing in the GSTN portal.
Missing in Giddh
: This indicates data that is present in the GSTN portal but missing in Giddh.
Partially matched in Giddh
 with GSTN: This shows data that is partially matched between Giddh and the GSTN portal.
Matched in both GSTN and Giddh:
 This represents data that is successfully matched between Giddh and the GSTN portal.




Click on the "Download" button to download the reports


Download Sheet: To download the report 

Download error sheet: to download the error sheet

How to check GSTR-2 ...

November 12, 2024

To view, file, and download GSTR-1 report in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+g (for Windows) or cmd+g (for Mac)


Press Ctrl+g or Cmd+g and search "GST" 




You are on the GST Dashboard, if you have multiple GSTIN then click on the GST number to select the required GSTN for the reports  




Click on the Period button to select the particular year and month for the reports 



Select GSTR-1



Now you are on the GSTR-1 page, here you can view its month-wise report  

You can also see the list of transactions that come under a particular section by just clicking on it



Here you can see the detailed view of all the B2B invoices of the selected period 

Click on the Invoice no. to view the invoice 


As well as you can Edit, Send mail, Download, and Print the invoice 


Edit- Click on the "Edit" button to edit the invoice 

More- Click on the "More" button to Send or Download the invoice

Click on Print icon to print the invoice 



You can apply the filter of the Transaction type and the Invoice type as per your requirement too



 To file the return directly from Giddh, Click on "File your Return"

Note: You can only file your return when you are on Consolidated mode



 Fill the GST username, and click on "Get OTP" button  



An OTP will be sent to your registered mobile number, 

Fill the OTP > Click on "Verify OTP" button


Check the checkbox > Click on the "Next" button 


 

Type "SUBMIT" in the text box > Check the checkbox > Proceed 


Now your GST portal is Authenticated with Giddh, and the GST Return for the selected period is filed



Click on "Push to Portal" to download the report 


You can download the sheet into two format:


Download Excel: for download the Excel format

Download JSON: to download the JSON format  


You can access the GST Offline Utility page by clicking on "GST offline utility"



Click on the "Errors" button to download the error sheet

How to check GSTR1 i...

November 12, 2024