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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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Accounts

Categories

Jobs

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