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giokatz
January 27, 2024
Question

Consolidated Income view

  • January 27, 2024
  • 1 reply
  • 0 views

Hi,

 

In the Business Overview > Taxable Income tile, there is a graph "Income". When I click it though, I expect a consolidated view. Instead, I'm taken to the Bank Transaction view, and I have to click each bank again and filter. Where can I find all my income transactions then?

 

Cheers

1 reply

JaeAnnC
JaeAnnC
January 27, 2024

Hello there, @giokatz. 

 

I appreciate you for raising your concern regarding accessing your income transactions from the Business Overview page. As an alternative, you can utilize the Profit and Loss Detail report and tailor it to display the necessary information. Here's a step-by-step guide:

 

  1. Go to Reports and search for the Profit and Loss Detail report.
  2. Click Customize.
  3. Set the Report Period.
  4. Under the Filter section, select All Income Accounts in the Distribution Account dropdown.
  5. Click Run Report.

 

We highly value customer feedback as it plays a crucial role in enhancing our product. That said, I recommend sharing your valuable insight with our software engineers for potential inclusion in future product updates. To do that, go to the Gear icon and select Feedback.

 

Additionally, you may want to export your reports to Excel for added flexibility in analyzing your business insights. 

 

Should you have further concerns about viewing your income transactions, please feel free to swing by the Community anytime. We're always here to help. Stay safe.

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