You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

Definition: What is it?

The Accounts Summary screen contains several quick links to key reports to view specific accounts information. It also contains a link to any transactions that have failed to be post as well as options to quickly create accounting transactions.

What is it used for?

It is used to access key reports such as:

  • Trial Balance
  • Income Statement (also called the Profit and Loss Statement or Statement of Financial Performance)
  • Balance Sheet (also called the Statement of Financial Position)

It is also allows access to the 'Un-posted transactions' that have failed to be processed into the Chart of Accounts. Usually unposted transactions indicate that there is some error in the general ledger setup which can range from a mapping problem to a financial or fiscal period not being setup.

What's on the screen?

TO DO

  • No labels