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

Business InsightsBusiness Insights enables you to analyse information about your accounts and your profitability.
Financial reportsFinancial reports help you review your financial information.
Card history

View the monthly sales for your customers and employees (salespeople), and your purchases from suppliers.

  • 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.



Business Insights

Business Insights

Business Insights enables you to analyse key financial information using a range of interactive tables and graphs. You can use it to analyse your accounts, profit and loss, the money that you owe suppliers (Not Basics), and the money that customers owe you. You can open Business Insights from any command centre.

The Business Insights window presents different types of financial information in a series of tabs. From these tabs, you can open other windows, such as Prepare Budgets, Cards List and Sales Register.

You can sort the information in tables by clicking in the relevant table column heading. For example, you can sort the list of your accounts by account name or type.

You can also save a graph or table as an image so you can use it in another document. To do this, right-click it and choose:

  • Copy to Clipboard. This copies the graph or table to the clipboard, ready to paste into a document. This is an easy way to print your Business Insights data.
  • [Graphs only] Save As. Choose where you want to save the image and click Save. This saves the graph as an image file, so you can use it later.

If you want to customise the look of Business Insights, click Customise. The Customise window appears, enabling you to show or hide information in Business Insights.

About the Business Insights tabs

Profitability Details

This tab displays graphs comparing income and expenses, the cumulative profit and loss and the budgets and actuals of your top ten expenses.

You can use this information to:

  • Compare income against expenses You can compare the profit and loss of your previous financial year against your current one, and project your profit and loss for the next financial year.
  • Identify excessive spending and budget blowouts Compare the actual balances of cost of sales accounts against their budgets.
  • Analyse item margins (Not Basics) Compare item profit margins and quantities of items sold.

Customer and Supplier Analysis

For more information about analysing sales and purchases, see Reviewing your sales information and Reviewing your purchases information.

Account Details

This tab displays the balances of your bank and credit card accounts and shows your total assets and total liabilities.

You can use this information to:

  • Identify excessive debt Compare assets against liabilities.
  • Organise your funds Check the liquidity of your assets; prioritise your liability repayments.
  • Check account balances Before making a large payment, ensure that the account it is drawn from has sufficient funds.
To view financial reports

To view financial reports

  1. Go to the Reports menu at the top of the screen and choose Index to Reports. The Index to Reports window appears.
  2. Click the Accounts tab.

There are several account reports that can help you track your financial information. These reports are listed below.

Profit & Loss StatementShows your profit and loss figures.
Balance SheetReviews your financial position as of the end of a period.
Trial Balance

Identifies amounts incorrectly entered. When reviewing this report, check for:

  • entries that seem unusually high or low for the account that has been affected
  • debit amounts for accounts that normally have credit entries and vice versa
  • unusually high or low ending balances
  • an unusually high or low number of entries for a specific account.
Balance Sheet Budget AnalysisLists account balances as at the end of a selected period, along with the budgeted amounts for them. If you’ve determined that changes need to be made to the amounts you’ve budgeted for the coming months, you can adjust your budget.
Profit & Loss Budget AnalysisLists account balances for a selected period, along with the budgeted amounts for them. If you’ve determined that changes need to be made to the amounts you’ve budgeted for the coming months, you can adjust your budget.

Statement of Cash Flow (Not Basics)

In the Banking tab of the Index to Reports window, you can print the Statement of Cash Flow report. This report shows how your cash position has changed over a period of time, what profit you have earned, where you received additional cash, and where your cash was spent.

Learn more about this report.

For information on displaying, customising and printing reports, see Reports.