Financial control > Reviewing financial information
Analyse Balance Sheet
The Analyse Balance Sheet window provides details about your asset, liability and equity 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.
Financial reports
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 from the menu. The Analyse Jobs window appears.
2
In the Job field, select the job you want to analyse and press Tab.
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.
There are several account reports that can help you track your financial information. These reports are listed below.
Reviews changes made to recorded transactions, tax codes, account details and system settings.
Note that before you can track and report changes, you need to activate the audit trail tracking preference.
Identifies incorrectly entered amounts. When reviewing this report, check for:
debit amounts for accounts that normally have credit entries and vice versa
Balance Sheet Budget Analysis
Lists account balances as of the end of a selected period, along with the budgeted amounts. If you’ve determined that changes need to be made to the budgets for the coming months, you can adjust your budget.
Profit & Loss Budget Analysis
Lists account balances for a selected period, along with the budgeted amounts. If you’ve determined that changes need to be made to the budgets for the coming months, you can adjust your budget.
Statement of Cash Flow
Shows how your cash position has changed over a period of time, what profit you have earned, where you received additional cash, and where your cash was spent.

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