7 – Dashboard - Business Accounts

7 – Dashboard - Business Accounts



Procedural Note 7 – Dashboard - Business Accounts
Steps Shortcut: Owner Accounting->Dashboard->Business Accounts


Step-by-Step 1 

locate the Business Accounts Table on your Dashboard and click on the name 


Step-by-Step 2
By default, this shows you your business account summary (Management Income) for the current month (defaults to the last month rolled) and allows comparisons you can set to compare as a total and by revenue source




Step-by-Step 3
Select the period you wish to have a look at from the pull-down options by period (month, year)

Step-by-Step 4
By Clicking ‘Comparisons’ in the right corner, you can select two periods of time to compare 


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