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Personal Accounts report- The Personal Account report summarises the position each User has with the business – a loan account summary, if you like.
- This report will be very useful to limited companies and partnerships. It may also be useful for sole traders.
- The overall position each user has with the business is in the balance column, and it is broken down into its constituent parts.
- Expenses you have entered in My Expenses.
- Entries in My Cash Received.
- Entries in My Petty Cash.
- Transactions on the bank account.
- Entries in My Journals.
- You can click on any item to view the underlying transaction.
- Buttons at the top of the page enable you to print the report, or save it into a CSV format.
- The Personal Account report summarises the position each User has with the business – a loan account summary, if you like.
- This report will be very useful to limited companies and partnerships. It may also be useful for sole traders.
- The overall position each user has with the business is in the balance column, and it is broken down into its constituent parts.
- Expenses you have entered in My Expenses.
- Entries in My Cash Received.
- Entries in My Petty Cash.
- Transactions on the bank account.
- Entries in My Journals.
- You can click on any item to view the underlying transaction.
- Buttons at the top of the page enable you to print the report, or save it into a CSV format.
