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Tabs

Summary

The Summary tab provides a overview of a company's financial position and performance. It displays account balances, giving users a quick snapshot of their business's financial health. This includes information like assets, liabilities, equity, income, and expenses, all broken down into various accounts or categories for easy access. It acts as a dashboard for users to see their business's current financial status at a glance.

Summary

Show balances for specified period

By default, account balances are shown for all transactions entered to date in Manager. This is generally what you need when starting a business. But once you have used Manager for more than a single accounting period (e.g. a financial year), you should customize the reporting period so the Profit and Loss Statement reflects your current accounting period.

Click Edit in the Summary tab:

SummaryEdit

Check the box to Show balances for specified period.

Select the reporting period for which you prefer to see figures in your Summary. Entering Today in the To field produces a display that is always up to date, but other dates can entered by selecting Custom then entering the date.

Click Update button to save changes.

Update

The Summary tab will now show figures for the selected period.

Exclude zero balances

By default, account balances are shown for all accounts enabled or created in Manager. This is generally what you need when starting a business. But once you have used Manager for more than a single accounting period (e.g., a financial year), you may have accounts that are no longer used cluttering your Summary tab.

If they have no transactions posted to them, accounts can be deleted. If you have used them, but they now have zero balances, you can exclude them from the Summary.

Click Edit in the Summary tab:

SummaryEdit

Check the box to Exclude zero balances:

Click Update button to save changes.

Update

The Summary tab will now show figures only for accounts with non-zero balances.