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Reviewing financial information

Here are some tools you can use to review your financial information:

Tool

Description

Business Insights

Business Insights enables you to analyse information about your accounts and your profitability.

Financial reports

Financial reports help you review your financial information.

Card history

View the monthly sales for your customers and employees (salespeople), and your purchases from suppliers and compare this to a previous financial year.

Customers: When you record a sale to a customer, the transaction details appear in the History view of the customer card. The history details can be used to analyse sales and monitor the customer’s buying trends.  

Suppliers: (Not Basics) When you record a purchase, the transaction details appear in the History view of the supplier card. The history details can be used to analyse purchases and monitor your buying trends with the supplier.  

Employees: (Not Basics) When you specify an employee in the Salesperson field when you are recording a sale, the transaction appears in the History tab of their card. This information can be used to analyse and monitor the sales activity of your employees.  

Historical card information can also be viewed when you run Analyse Sales or Analyse Purchases reports.