Sales - view detailed information and graphs on your sales activity.Cash Flow - estimate your short-term cash needs for a specified period, by using your Company File data to create a forecast for a specified bank or credit card account.Jobs - view information about your progress on a particular job, broken down by account.Known collectively as your profit and loss accounts. Profit & Loss Window - view detailed information about your income, cost of sales, expense, other income and other expense accounts.Known collectively as your balance sheet accounts. Balance Sheet - view detailed information about your asset, liability and equity accounts.The Analysis window enables you to view detailed information and graphs on your financial activity.
AnalysisĪnalyze some key aspects of your business. If the built-in reports do not entirely meet your needs, you can design custom reports with the information you need then save them to re-use later. You can use over 100 built-in reports to monitor your business. View summary information about your accounts, sales, purchases, cards, items, payroll, and jobs. Retainers - View your retainers, escrows, and trusts that need to be replenished.Reminders - Review your list of due today and overdue reminders.Stock - List of items that you need to order to build.Orders - Review your current sales and purchase orders.Discounts - List of vendor bills that have expiring discounts.Purchases - List of any recurring purchases.Transactions - View recurring checks, deposits, and general journal entries.A/P (Accounts Payable) - Review your outstanding payables or open purchases invoices.A/R (Accounts Receivable) - Review your outstanding receivables or open sales invoices.The To Do List will show you your reminders, upcoming bills, recurring transactions, items that need to be re-stocked, and more. There are six menus at the bottom of each command center window.
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