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Overview and reports

Understanding what the numbers on your screens mean, what they cover, and where to look next.

Understand

  • Reading your Overview — the tabs on the first screen, and what each card on the Operations tab is telling you.
  • Insights — four questions about the business over a period you choose, and why Insights is for noticing while Books is for proving.

Reference

  • Reading a report — what each report answers, and the three things to check before reading any of them.
  • Day Book, Journal and Ledger — where the trading day ends up in the accounts.

  • Statements — Trial Balance, Profit & Loss and Balance Sheet.

  • Books at a Glance — where the business stands today: cash, bank, what you owe, GST and TDS to pay, profit this month, and whether the day, the year and your income tax figures are done.