| User
Registration |
Reports:
Account Balances |
One of the main Finacle 3.2 views
is the Register view. It shows transaction
list for a selected account (you can
also choose to show all accounts).
You can also choose one of many sorting
methods: |
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|
 |
By date |
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By category |
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By money amount |
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By payee |
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By reference |
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By cleared status |
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| For each of these methods select ascending
or descending order. |
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These reports allow you to follow
the evolution of your account balances
for a chosen time interval. You can
specify accounts, categories and classes
to build the report for as well as
to customize the currency to use. |
| This tab displays the list of all available accounts. You can view all accounts at once or just of a certain type, and sort them by name, type or balance. You can add a new account by tapping "New" in the command bar. |
Some reports can be represented with a table. Here is an example of a Profit and loss Report representing your profit, loss and difference between these two values, for every month of a chosen time interval. All report specific options, such as, ccount/category/class filters are available.
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