Use Financial Views

Written by Nick Miles

Last published at: September 4th, 2018

To Use Financial Views:

  1. Navigate to Financials from the Home page.
  2. Select a Report from the left-side menu. 
  3. Enter a Start Date and End Date.
  4. Click Show Date.
  5. In the Cash Balance Window, click the drop-down selection next to View to select a Financial View.