Financial Reporting

Do you want to know how to upload a CSV file, manage your staff costs or map your chart of accounts? Then check out the articles in this section.

Content

Financial Dashboard

• Financial Dashboard
• Financial Dashboard - Tracking Categories
• Sales Forecasting

Chart of Accounts

• Mapping Chart of Accounts
• Mapping Parameters for Chart of Accounts

Staff Cost

• Adding Staff Cost
• Adding Staff Cost for Future Hires
• Adding Default Values for Staff Costs and Staff Cost settings
• Importing your Staff Costs from Procountor
• Finding your Staff Cost in the Cashflow Forecast

Expense Management

• Expense Management
• Expense Forecasting
• Expense Groups

Profit and Loss

• Profit and Loss
• Profit and Loss - Forecast

Importing CSV Data

• CSV Imports
• Importing Product CSV Data
• Importing Customer CSV Data
• Importing Invoice CSV Data