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Tracking financial information

You can track financial information at these levels:

  • Accounts level—view the profitability and financial details of your business as a whole.

  • Categories level (Not Basics)—view the profitability and financial details of your individual business divisions, departments, properties, offices or locations.

  • Jobs level—view the profitability and financial details of the individual jobs or tasks carried out for customers and clients.

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