Summary Sheet - Revision history

Simon Clive at 06:02, 21 June 2011

2011-06-21T06:02:50Z

Simon Clive at 06:01, 21 June 2011

2011-06-21T06:01:54Z

Simon Clive at 05:56, 21 June 2011

2011-06-21T05:56:20Z

Simon Clive at 02:19, 21 June 2011

2011-06-21T02:19:18Z

Eliza at 23:53, 8 March 2011

2011-03-08T23:53:18Z

Andrew at 19:02, 7 February 2011

2011-02-07T19:02:08Z

Admin: Created page with " More Detail= Account Accounting Concepts Account Types Accounts List Accounts Reports Balance Sheet BAS Report [[BAS R..."

2011-01-21T05:33:25Z

Created page with "<menu name=myMenu align=center> More Detail= Account Accounting Concepts Account Types Accounts List Accounts Reports Balance Sheet BAS Report [[BAS R..."

New page

<menu name=myMenu align=center>
More Detail=
[[Account]]
[[Accounting Concepts]]
[[Account Types]]
[[Accounts List]]
[[Accounts Reports]]
[[Balance Sheet]]
[[BAS Report]]
[[BAS Report List]]
[[Cash Flow Forecast]]
[[Cash Flow Statement]]
[[Dashboard]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
</menu>

== '''Overview''' ==

@@ Line 33: / Line 33: @@
 === Opening the Summary Report.  ===
-*Select [[Account]]s tab
+*Select Accounts tab
-*Click on the [[Summary Report]] button
+*Click on the Summary Sheet button
 *Set the Date of the "Summary Report" in the top Right hand Corner

@@ Line 25: / Line 25: @@
 == Overview  ==
-The [[Summary Report]] can be used to look at a snapshot of your Company accounts. It includes:
+The Summary Sheet can be used to look at a snapshot of your Company accounts. It includes:
 Cash At Bank, Accounts Payable &amp; Receivable amounts, Sales, COGS, Expenses and P &amp; L for the last week; last month; last three months; and last year. The user has the ability to drill into any of these options to view the details.
 == How to Use the Summary Report.  ==

@@ Line 27: / Line 27: @@
 The [[Summary Report]] can be used to look at a snapshot of your Company accounts. It includes:
 Cash At Bank, Accounts Payable &amp; Receivable amounts, Sales, COGS, Expenses and P &amp; L for the last week; last month; last three months; and last year. The user has the ability to drill into any of these options to view the details.
 == How to Use the Summary Report.  ==

@@ Line 27: / Line 27: @@
 The [[Summary Report]] can be used to look at a snapshot of your Company accounts. It includes:
 Cash At Bank, Accounts Payable &amp; Receivable amounts, Sales, COGS, Expenses and P &amp; L for the last week; last month; last three months; and last year. The user has the ability to drill into any of these options to view the details.
 == How to Use the Summary Report.  ==

@@ Line 1: / Line 1: @@
-<menu name=myMenu align=center>
+<menu align="center" name="myMenu">
 More Detail=
 [[Account]]
@@ Line 19: / Line 19: @@
 [[Transaction Journal]]
 [[Trial Balance]]
 </menu>
 = Summary Sheet  =
@@ Line 25: / Line 25: @@
 == Overview  ==
-The Summary Report can be used to look at a snapshot of your Company accounts. It includes:
+The [[Summary Report]] can be used to look at a snapshot of your Company accounts. It includes:
 Cash At Bank, Accounts Payable &amp; Receivable amounts, Sales, COGS, Expenses and P &amp; L for the last week; last month; last three months; and last year. The user has the ability to drill into any of these options to view the details.
@@ Line 33: / Line 33: @@
 === Opening the Summary Report.  ===
-*Select Accounts tab
+*Select [[Account]]s tab
-*Click on the Summary Report button
+*Click on the [[Summary Report]] button
 *Set the Date of the "Summary Report" in the top Right hand Corner
@@ Line 45: / Line 45: @@
 === Drilling into the…  ===
-*"Accounts Receivable" Field opens the "Accounts Receivable" List.
+*"[[Accounts Receivable]]" Field opens the "Accounts Receivable" List.
-*"Accounts Payable" Filed opens the "Accounts Payable" window.
+*"[[Accounts Payable]]" Filed opens the "Accounts Payable" window.
-*"Balance Sheet" Field opens the "Balance Sheet" window
+*"[[Balance Sheet]]" Field opens the "Balance Sheet" window
 *In the "Sales" section all fields open the "Details By Account" window
 *In the "Cost of Goods Sold" section all fields open the "Details By Account" window
 *In the "Expenses" section all fields open the "Details By Account" window
-*In the "Profit and Loss" section all fields open the "Profit and Loss" window
+*In the "[[Profit and Loss]]" section all fields open the "Profit and Loss" window
 For details on Exporting and Printing see Global Options

← Older revision		Revision as of 19:02, 7 February 2011
Line 21:		Line 21:
	</menu>		</menu>

−	== ~~'''~~Overview~~'''~~ ==	+	= Summary Sheet =
		+
		+	== Overview ==
		+
		+	The Summary Report can be used to look at a snapshot of your Company accounts. It includes:
		+
		+	Cash At Bank, Accounts Payable & Receivable amounts, Sales, COGS, Expenses and P & L for the last week; last month; last three months; and last year. The user has the ability to drill into any of these options to view the details.
		+
		+	== How to Use the Summary Report. ==
		+
		+	=== Opening the Summary Report. ===
		+
		+	*Select Accounts tab
		+	*Click on the Summary Report button
		+	*Set the Date of the "Summary Report" in the top Right hand Corner
		+
		+	=== Drilling into the Report ===
		+
		+	Drilling into the fields within the report will open another window revealing relevant information and details about the field you have drilled into. For Example Drilling into the field " Cash in Bank" will open the "Balance Transaction List" displaying the same "Date Range"
		+
		+	<br>
		+
		+	=== Drilling into the… ===
		+
		+	*"Accounts Receivable" Field opens the "Accounts Receivable" List.
		+	*"Accounts Payable" Filed opens the "Accounts Payable" window.
		+	*"Balance Sheet" Field opens the "Balance Sheet" window
		+	*In the "Sales" section all fields open the "Details By Account" window
		+	*In the "Cost of Goods Sold" section all fields open the "Details By Account" window
		+	*In the "Expenses" section all fields open the "Details By Account" window
		+	*In the "Profit and Loss" section all fields open the "Profit and Loss" window
		+
		+	For details on Exporting and Printing see Global Options