Subscriptions

Everything you need to know about your JuanTax PLUS subscriptions

Kaye Estanislao avatar Chris Bernardo avatar Kevin Ric Lazarito avatar
11 articles in this collection
Written by Kaye Estanislao, Chris Bernardo, and Kevin Ric Lazarito

Cancel or Downgrade a Plus subscription

Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Transactions Report in JuanTax

This report lets you change the account that you have selected for a previous transaction you created in JuanTax by Transaction type
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Contacts Report in JuanTax

This report lets you change the account that you have selected for a previous transaction you created in JuanTax by Contact name
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Income Statement

This report shows the company's revenues and expenses for the financial year.
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Balance Sheet

This report shows the summary of the financial balances of the organization through your assets, liabilities, and equities.
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Trial Balance

This report contains the list of all your general ledger accounts at your chosen date. You can view your Debit and Credit balance here.
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

I made a mistake Adding Payments. Can I edit or remove it?

Edit Payments for PLUS orgs.
Kevin Ric Lazarito avatar
Written by Kevin Ric Lazarito
Updated over a week ago

Adding Sales Transactions and Applying Payments for PLUS Organizations

Get to know how to add Sales Transactions and apply payments to reflect in your Books of Accounts.
Kevin Ric Lazarito avatar
Written by Kevin Ric Lazarito
Updated over a week ago

Adding Purchase Transactions and Applying Payments for PLUS Organization

Kevin Ric Lazarito avatar
Written by Kevin Ric Lazarito
Updated over a week ago

Utilizing your Org's PLUS Features

Get to know the changes in your organization when subscribed to PLUS
Chris Bernardo avatar
Written by Chris Bernardo
Updated over a week ago

Upgrading from STANDARD to PLUS

Save more time and cost by upgrading your STANDARD organization to PLUS.
Chris Bernardo avatar
Written by Chris Bernardo
Updated over a week ago