Topics & Timestamps | Video Summary

  • Introduction
  • Profit and Loss Statement (0:40)
    • Moving accounts up/down
    • Leveraging standard templates (3:30)
    • Selection Criteria
      • Display in Report options
      • Choose Segments (7:00)
      • P/L based on Projects, Branch, or Product Line
    • Drill down on Profit and Loss Statement (9:00)
  • Balance Sheet (11:55)
    • Printing reports (13:50)
  • Trial Balance (16:00)

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