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The Analyse Balance Sheet window provides details about your asset, liability and equity accounts in both graphical and ledger views.
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The Analyse Profit & Loss window provides detailed information about your Profit & Loss accounts in both graphical and ledger views.
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The Analyse 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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From any command centre, click the Analysis down arrow and select Profit and Loss from the menu. The Analyse 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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Go to the Accounts command centre 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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From any command centre, click the Analysis down arrow and select Jobs. The Analyse Jobs window appears.
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2
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In the Job Number field, type or select the job you want to analyse.
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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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