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The Analyze Balance Sheet window provides details about your asset, liability and equity accounts in both graphical and ledger views.
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The Analyze Profit & Loss window provides detailed information about your Profit & Loss accounts in both graphical and ledger views.
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Using the Business Insights feature, you can view graphs and summaries showing fiscal year comparisons of profits, turnover, and operating balances, etc. You can also print reports relating to each window as you go.
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The Analyze Jobs window allows you to view information about your progress on a particular job, broken down by account.
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1
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2
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Click Filters and choose the time periods and other criteria you want to view.
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3
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1
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From any command center, click the Analysis down arrow and select Profit and Loss from the menu. The Analyze Profit & Loss window appears.
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2
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Click Filters and choose the time periods and other criteria you want to view.
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3
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note : [Mac only]
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1
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Go to the Accounts command center and click Business Insights. The Business Insights window appears.
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3
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If you want to include 13th period amounts, select the Include 13th period values in the analysis option.
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4
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Click Next or select a topic in the left side of the window.
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1
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From any command center, click the Analysis down arrow and select Jobs from the menu. The Analyze Jobs window appears.
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2
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3
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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.
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1
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Go to the Reports menu at the top of the screen and choose Index to Reports. The Index to Reports window appears.
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2
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Click the Accounts tab.
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