06
Books & Reporting
Group accounts and deposits into books for operational views and reporting.
4 articles
Section
Books and records
Understand books, group records and manage a book through its lifecycle.
Books and reporting overview
Understand how books group records and how their dashboards support reporting.
How to create and manage books
Group bank accounts and Fixed Term Deposits for reporting and operational views.
How to archive and restore a book
Remove an unused book from active views without deleting its linked records.
Section
Dashboards and reports
Interpret book summaries and export the records needed for reconciliation.