Getting Business Summaries

The Business Summary page shows a snapshot of the financial status of your company at any given date:

  1. From the home page, click Business Summary. The business summary information displays for your home branch, as of today.
  2. To view different business summary results, in the Brchs field, enter a branch for which to view a business summary. Or, enter more than one branch separated by commas (for example, 1,2,4).
  3. In the As Of field, enter a different date to view details as of an earlier date. The default is the current date.
  4. Click Display to display the business summary information. Click here for details about the information that displays.

Help Home