View source for 34. Summary Sheet

= Overview =

'''Summary Sheet'''

'''Summary Sheet - Can you open the Summary Sheet?'''

The '''Summary Report''' can be used to at your Company Accounts summary in a glance. It includes; '''Cash In Bank, Accounts Payable, Accounts Receivable, Balance Sheet, Sales, COGS, Expenses and Profit & Loss''' for the '''Last Week; Last Month; Last Three Months; and Last 12 Months'''. The user has the ability to Drill Into any of these options to view the details, by double clicking any field.

To open '''Summary Sheet'''.
* Select  '''Accounts''' Module.
* Select '''Summary Sheet''' button.
* Set '''As Of Date''' in the top Right Corner.
* Drilling into the fields within the report will open another window revealing relevant information and details about the field you have drilled into E.g Drilling into '''Cash in Bank''' field will open Balance Transaction List displaying the same Date Range.
* Drilling into '''Accounts Receivable''' Field opens the Accounts Receivable List.
* Drilling into '''Accounts Payable''' field opens the Accounts Payable window.
* Drilling into '''Balance Sheet''' Field opens the Balance Sheet window.
* In '''Sales''' section all fields open the Details By Account window.
* In '''Cost of Goods Sold''' section all fields open the Details By Account window.
* In '''Expenses''' section all fields open the Details By Account window.
* In '''Profit and Loss''' section all fields open the Profit and Loss window.

You can '''Export''' and '''Print''' this '''Summary Sheet''' by clicking the tabs at the bottom.