Difference between revisions of "Summary Sheet"
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| − | == | + | = Summary Sheet = |
| + | |||
| + | == Overview == | ||
| + | |||
| + | The Summary Sheet 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 Sheet 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 | ||
Latest revision as of 17:02, 21 June 2011
Contents
Summary Sheet
Overview
The Summary Sheet 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 Sheet 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"
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
