Summary

The Summary window shows the performance of your business at a glance. From here you can quickly view your sales and expenditure, a rough profit or loss and your bank balance. You can also see a countdown to the next VAT Return due date and a list of the top 5 unpaid invoices.

Sales

This shows your net total sales for the current calendar month and for the financial year to date, excluding VAT.

Expenses

This shows your net total expenses for the current calendar month and for the financial year to date, excluding VAT.

Profit

This shows your profit for the current calendar month and for the financial year to date.

This is a gross profit figure, and calculates from subtracting your total expenses from your total income.

Bank account balance

The chart shows your main current account balance for the previous 8 weeks, and from the top-right corner, you can view today’s balance. The Summary window only shows the Current account, if you want to analyse a different account, click the Banking tab.

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