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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

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"

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