Managing your company’s financial insights effectively is non-negotiable in the ever-changing business world. Unlocking these skills can save you money and time. They can make or break your success.
Update: This feature is now available for Xero and QuickBooks users.
Having your financial tasks streamlined with insights into your company’s performance and seamless team collaboration and accessibility. Too good to be true? Then, keep reading.
Whether you’re a business owner or a finance professional, don’t ignore this feature. G-Accon’s latest software release, featuring Business Overview Reports, is an essential tool for your business’s overall financial well-being.
In this express guide, we’ll explore what Business Overview Reports are, how to generate them, and how to design reports using the Report Style feature. By the end of this blog, you’ll be well-equipped to reap the benefits of our latest release.
Join us to learn why mastering this game-changing feature is crucial for financial success.
Unlocking Your Financial Insights With Business Overview Reports
Business Overview Reports offer a high-level view of your business’s key financial metrics.
They cover major aspects such as revenue, expenses, profitability, and cash flow. With these reports, you’ll make well-informed decisions based on real-time dashboards and customized reports.
It also means time saved on manual data entry, better accuracy in financial records, and up-to-the-minute bank reconciliations. These reporting tools provide personalized insights into your financial metrics, elevating the value you’ll offer your clients.
From Knowledge to Action: Generating Your Reports
Generating Business Overview Reports is a straightforward process. We’ll get you started with these easy steps.
It begins with signing in to G-Accon for QuickBooks (Or Xero).
Click “Get Accounting Data/Reports” to choose your required report. Here, you’ll find the option to select “Business Overview Reports” from a dropdown list, which offers various report types that can be used later as reusable templates.
For instance, if you select the “Balance Sheet” option, you can select the parameters you want. So you can set the date range for your data manually or refresh it dynamically.
This choice gives you flexibility in determining the time frame for your financial insights, whether you prefer predefined values or specific custom dates.
When creating the Balance Sheet report, you must also select required attributes such as the number of periods to compare, the accounting method (accrual or cash), relevant accounts, locations, classes, and items.
These selections help tailor the report to your business’s specific needs, ensuring you receive the insights that matter most.
Besides these essentials, you can enhance your reporting even more by exploring extra features. Our software offers optional features to customize the report’s behavior further.
Among these options, you’ll find generating the report in a new Google Sheet, hiding grid lines for a cleaner look, displaying negative values in red, creating deep links to QuickBooks for easy navigation, and showing only whole numbers.
Isn’t it neat? But that’s not all.
To keep your reports well-organized, specify the template’s name, such as “Balance Sheets for Organization ABC,” in the “Template Name” field.
If you’re working with multiple reports, that’ll be a significant time-saver.
Stylish Financial Clarity: Creating Reports That Matter
Did you mention flexibility? We’ve got you covered.
One of the standout features of Business Overview Reports is its pre-designed templates with default styles, fonts, and layouts that are ready for use. Play with these aspects as you develop informative reports to meet your needs.
Go into detail with the Report Style feature. Explore and adjust each report section to perfection. Accommodate and tweak specific report elements such as titles, headers, and sub-section totals.
This level of in-depth customization allows you to create reports that voice your unique brand’s visual identity and messaging.
Using a different currency? No worries. If you need to generate reports in a specific currency, you can select the report’s currency and decide how to get exchange rates. Some options include using the latest rates and custom rates for specific dates. This ensures the versatility your reports need to remain relevant to your global audience.
Unleash the Power of Financial Clarity with Style
Business Overview Reports are your window into the financial health of your business. They’re more than numbers. They’re powerful tools for making informed decisions, planning for the future, and staying competitive.
Still hesitant? Here are our 5 reasons to try the Business Overview Reports feature today:
- Enhanced data-driven decisions. Empower your business by only using high-level and accurate financial insights.
- Time-efficient data entry. Say goodbye to manual data entry – this feature saves time and minimizes errors.
- A customized approach. Enable stylish templates and colorful business reports tailored to your needs to match your brand’s style.
- Real-time dashboard input. Having your key financial metrics, like revenue, expenses, profitability, and cash flow streamlined at your fingertips.
- Professional reports. Make a difference by adding the extra value your clients seek. Send notifications and set seamless workflow collaborations.
Take this opportunity to level up your game. Move forward toward financial clarity and success in the world of business.
And here’s a bonus for you. Master designing these reports and watch our business reports video tutorial.
In this video, we provide step-by-step guidance and best practices to ensure your reports are both instructional and eye-catching. Don’t miss out on the benefits and watch the video now.
Go ahead. Put your newfound knowledge into action today. Harness with us the full potential of Business Overview Reports for your company’s benefit:
Feel free to reach us at support@accon.services. Let us know about your doubts or constructive suggestions.
This is financial clarity made easy. This is G-Accon.
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