
Kick Start with Wizards
Standard Wizards:
- Get GL Values Example - how to get GL data various ways.
- Balance Sheet - Single or Consolidated Company
- Sales Report + Analyse by Cost Centres
- P&L / Income Statement + Analyse by Cost Centres
Pro Wizards:
- Multi-Company Dashboard - Single or Multi-Company
- Age Debt/Forecast Payment - Single or Multi-Company
- Stock Turnover/Profit for selected Company
- Customer/Vendor Turnover for selected Company
- Invoices, Stock Lines and Journals for selected Company
With our 10+ wizards, you can quickly create the above Excel reports from one company or consolidate multiple companies. Optionally broken down into Cost Centres.
Customize, add charts, additional data, conditional formatting, formatting, notes, and establish your own identity or unique financial service.
Create Financial Wizardry in seconds!