The Company home page provides a snapshot of your company's overall financial condition.
Open the Company home page
To open the Company home page, do one of the following:
- On the Company menu, click Company Home.
- In the Navigation Pane, click Company.
Manage Company home page content
Note If one of the following options is not available, click Add/Remove Content in the upper-right corner of the Company home page, and then select it.
| To | Do this |
|---|
| View the Profit and Loss report | In the Profitability pane, click View the Profit and Loss report. |
| View reminders | Double-click the reminder to expand a list of records or links, and then double-click an item in the list to view it or to accomplish a task.
|
| View the Cash Flow Statement report or forecast cash flow | In the Cash Flow pane, click View Cash Flow Report, or click Forecast Cash Flow. |
| Update online bank account balances | In the Bank Account Summary pane, click Download Transactions, and then follow the instructions in the Connect to Online Banking dialog box. |
| View accounts payable by due date | In the Vendors to Pay Today pane, click View list of all Accounts Payable by date due. |
| View overdue customer accounts | In the Overdue Customer Accounts pane, click View list of all Overdue Accounts by date due. |
| Add or remove account balances | In the Account Balances pane, click Add/Remove, and then follow the instructions in the Select Accounts dialog box. |
| Display and print a report | - In the Reports pane, click the arrow next to Select a report type, and select a report type.
- Click the arrow next to Select a report, and select a report name.
- To view the report, click Display.
- To print the report, click Print.
|
United States
Email this link
Printer-Friendly Version
Share
