Summary Description
Manager Setup > Summary
The Summary Page provides an overview of position and performance by displaying the Balance Sheet and the Profit and Loss Statement for the current date. The display can be set for accrual or cash basis accounting.
The page also allows the user to:
- Rename a business
- Set Settings such as cash or accrual accounting
- Perform Tasks such as backups
- Enable Tabs
- Display detail account transactions
Current Financial Statements
Manager Tabs
Note
Clicking on an account's balance displays a detail listing of the account's transactions.