faq

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faq [2026/07/10 09:07] – chillhubadminfaq [2026/07/24 14:03] (current) – chillhubadmin
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 ++++ What is the difference between total revenue, total billed, total unbilled, and total sales in Dashboard? | ++++ What is the difference between total revenue, total billed, total unbilled, and total sales in Dashboard? |
 **Monthly Sales Metrics** **Monthly Sales Metrics**
-  * **Total Billed** = Total billed invoices and their adjustments (Credit/Debit Notes) +  * **Total Billed** = Total billed invoices and their adjustments (Credit/Debit Notes), including Sales and Service Tax 
-  * **Total Unbilled** = Sales Orders where invoices have not yet been issued+  * **Total Unbilled** = Sales Orders where invoices have not yet been issued, including Sales and Service Tax
   * **Total Sales** = Total Billed + Total Unbilled   * **Total Sales** = Total Billed + Total Unbilled
 **Monthly Financial Metrics** **Monthly Financial Metrics**
-  * **Total Revenue** = Total Billed Invoice + Credit & Debit Notes + Other Income within the selected month.+  * **Total Revenue** = Total Billed Invoice + Credit & Debit Notes + Other Income within the selected month, excluding Sales and Service Tax
  
 **Note**: **Note**:
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 ++++ ++++
-  +
-===== Accounting ===== +
-  +
-++++ How can I perform bank reconciliation? | +
-  +
-  - From **Main Menu** -> **Accounting** -> **Bank Reconciliation** +
-  - Select **Account** +
-  - Select **Month** or use the arrows to navigate. +
-  - Optionally, uncheck **Show Pending Reconciliation** to include already reconciled transactions. +
-  - Click **Fetch Transactions** button to load transactions for the selected account. +
-  - Compare each transaction with your **Bank Statement** +
-  - Tick the checkboxes for matched transactions, +
-  - Click **Save** to complete the bank reconciliation. +
-  +
-+++++
 ===== Sub-Users ===== ===== Sub-Users =====
 ++++  How do I enable the Sub-user add-on? | ++++  How do I enable the Sub-user add-on? |
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 Refer to the guide below: Refer to the guide below:
 [[pricing#import_export_pricing_data|Import/Export Pricing Data]] [[pricing#import_export_pricing_data|Import/Export Pricing Data]]
 +
 +++++ 
 +++++ Does Chillhub have an API for integrating with external systems? |
 +
 +Yes, refer to the [[apidoc|API Documentation]] page for the full Swagger reference, including available endpoints, request/response formats, and authentication details.
 +\\ You'll need an API Key configured as a sub-user to authenticate your requests — see the [[subuser|Sub-user configuration]] page for how to set one up.
  
 ++++ ++++
  
  • faq.1783674459.txt.gz
  • Last modified: 2026/07/10 09:07
  • by chillhubadmin