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Use Business Insights to analyse key financial information using a range of interactive tables and graphs.
You can use it to analyse your accounts, profit and loss, and the money that customers owe you.
The Business Insights window presents different types of financial information in several tabs.
From each tab, you can perform functions related to that tab. For example, from the Account Details tab, you can open the Accounts List window to view your accounts in more detail. You can customise the contents of each Business Insights tab by clicking Customise.
You can control who has access to Business Insights by managing user roles. See Default user roles.
You can also perform these functions:
This tab helps you analyse your income and expenses, and profit and loss.
This tab displays customer and receivables information. The tab is divided into four sections:
Supplier Analysis (Not Basics)
This tab displays supplier and payables information. The tab is divided into four sections:
This tab displays the balances of your bank and credit card accounts and shows your total assets and total liabilities. The tab is divided into three sections: