Financial control > Reviewing financial information
The Analyse Balance Sheet window provides details about your asset, liability and capital accounts in both graphical and ledger views.
The Analyse Profit & Loss window provides detailed information about your Profit & Loss accounts in both graphical and ledger views.
The Analyse Jobs window allows you to view information about your progress on a particular job, broken down by account.
To analyse your balance sheet
1
Go to the Accounts command centre and click Analysis. The Analyse Balance Sheet window appears.
2
Click Filters and choose the time periods and other criteria you want to view.
3
Click OK. The information you selected appears in the Analyse Balance Sheet window.
To analyse your profit or loss
1
From any command centre, click the Analysis down arrow and select Profit and Loss from the menu. The Analyse Profit & Loss window appears.
2
Click Filters and choose the time periods and other criteria you want to view.
3
Click OK. The information you selected appears in the Analyse Profit & Loss window.
To analyse your jobs
1
From any command centre, click the Analysis down arrow and select Jobs. The Analyse Jobs window appears.
2
In the Job Number field, type or select the job you want to analyse.
3
If you use budgets to track the progress of this job, enter a value in the Percent Complete field. The budget amounts are adjusted to represent the percentage of the job completed.
To view financial reports
1
Go to the Reports menu at the top of the screen and choose Index to Reports. The Index to Reports window appears.
2
Click the Accounts tab.

Click to show more information

Top of page