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About the Company home page
 
Available in Microsoft Office Accounting Professional 2008 only.

The Company home page provides a snapshot of your company's overall financial condition, as well as your day-to-day accounts payable and accounts receivable information. Use the home page to quickly view, create, or find the information you need to track your company's financial information on a daily basis.

Using the Company home page

The Company home page is comprised of the following parts:

ShowHome page content

The two columns of the content pane provide you with customized access to the reports, reminders, and other information you need to help manage your company's finances on a daily basis. You can change what content appears and the order it appears in.

ShowHow?

  1. On the Company home page, click Add/Remove Content.
  2. Follow the instructions in the Add/Remove Content dialog box.

ContentDescription
ProfitabilityDisplays a graph illustrating the Profit and Loss report for your company for a selected date range. To change the time period, in the Date Range field, click the down arrow and select from the list.

To view the Profit and Loss report for the same period selected, click View the Profit and Loss report, which calculates the net income for your business from Income and Expense accounts listed in the Chart of Accounts.
RemindersDisplays a list of current reminders. To change which reminders appear, click Add/Remove.
Cash FlowDisplays a graph illustrating the Cash Flow Statement report for your company. To change the time period, in the Date Range field, click the down arrow and select from the list.

To view the Cash Flow Statement report for the same period selected, click View Cash Flow Report, or, for the forecast, click Forecast Cash Flow.

The Cash Flow Statement report quantifies cash receipts and payments under operating, investing, or financing activities during a specified period.

Bank Account Summary Displays a list of all your bank accounts, with transaction details, including account balances. Click Import Bank File to import bank transactions into Microsoft Office Accounting 2008. Click Download Transactions to download online bank transactions for supported financial institutions.
ReportsProvides quick access to Office Accounting 2008 reports, including Company and Financial reports.

Select from the lists, and then click Display to view the report, or Print to print the report. On the report toolbar, you can choose to save, modify, print, or export the report to Microsoft Office Excel.
Vendors to Pay TodayDisplays a list of vendors with an outstanding balance due.

To view an A/P Aging Summary report, click View list of all Accounts Payable by date due.
Overdue Customer AccountsDisplays a list of customers with invoiced amounts that are past due.

To view an A/R Aging Summary report, click View list of all Overdue Accounts by date due.
Account BalancesDisplays a list of accounts and their current account balances. To change which accounts appear, click Add/Remove.

For more information about menus and toolbars, see About menus and toolbars.

ShowCompany and Financial reports

From the Reports section of the content pane, you can quickly access Company and Financial reports to assist you in the day-to-day management of your accounts, and to provide you with an overall picture of the financial health of your company.

For more information about the different types of Company and Financial reports, see Company and Financial reports.

ShowNavigation Pane

The Navigation Pane is located on the left side of the home page. It's divided into three parts to help you quickly find what you need in Accounting 2008:

  • ShowStart a Task

    The Start a Task list contains the following links to help you manage your company.

    ClickTo
    New AccountOpen the Select Account Type dialog box and create a new account.
    New Journal EntryOpen a new Journal Entry form and add a journal entry.
    Forecast Cash FlowCreate a Forecast Cash Flow form.
    Pay Sales TaxOpen the Pay Sales Tax form to view and pay the sales tax you owe.
  • ShowFind

    The Find list contains the following links to records and accounts for your company.

    ClickTo
    Chart of AccountsFind accounts in the Chart of Accounts.
    Journal EntriesFind journal entries in the Journal Entry List.
    ItemsFind items in the Item List.
    CustomersFind customers in the Customer List.
    JobsFind jobs in the Job List (if enabled).
    VendorsFind vendors in the Vendor List.
    EmployeesFind employees in the Employee List.
    PaymentsFind payments in the Payment List.
    Recurring DocumentsFind recurring documents in the Recurring Documents List.
    Documents to ProcessFind reminders in the Documents to Process List.
    BudgetsFind items on a Budget List.

  • ShowNavigation buttons

    Click the Company, Customers, Vendors, Employees, Banking, Online Sales (if enabled), Reports, and Resource Center buttons to quickly navigate to the corresponding home pages within Accounting 2008.
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