A) Enterprise Accounting Workspace

The accounting dashboard concentrates KPIs, trends, receivables and payables signals, bank and cash, charts, and shortcuts into one responsive workspace aligned with your company context.

• Operational snapshot: revenue, expenses, net result, receivables, payables, cash & bank, and period controls.
• Visual analytics: trend and distribution views to support review meetings.
• Configurable defaults: suite-related settings integrate with company configuration where provided.

B) Interactive Financial Reporting

• Profit & Loss and Balance Sheet: configurable lines driven by account types, with expandable detail and orientation controls.
• Cash Flow Statement: dedicated interactive layout with the same export and filter philosophy.
• Comparison periods: add prior ranges or year-on-year columns when enabled in the report filters.

C) General Ledger, Partner Ledger & Trial Balance

• General Ledger: account-centric movement view with journal, analytic, and company filters.
• Partner Ledger: receivable/payable style partner activity with practical filter bar.
• Trial Balance: period balance listing for review and audit readiness.
• Aged Partner & Tax: dedicated interactive reports for collection and tax review workflows.

D) Fixed Assets & Depreciation

• Asset register: manage assets with categories, accounts, and depreciation boards.
• Categories: link asset, accumulated depreciation, expense, and journal defaults.
• Depreciation posting: wizard-driven flows to post depreciation moves where configured.

E) Budgets & Budget vs Actual

• Budget positions & budgets: define positions, planned amounts, and budget lifecycle states.
• Budget vs Actual: interactive comparison with budget picker and tabular variance view.

F) Post Dated Cheques, Recurring Entries & Follow-ups

• PDC receipts & payments: register, deposit, and track cheques with dedicated menus.
• Recurring entries: automate repeating journal structures on a schedule.
• Follow-ups: configurable levels, templates, and send wizard aligned with receivables discipline.

G) Smart Filters, Multi-Company, Comparison Periods & Drill-down

• Rich filter bars: dates, journals, analytic accounts, companies, and report options on interactive screens.
• Multi-company aware: reporting respects allowed companies and resolves company context consistently.
• Drill-down: where enabled, report lines open the General Ledger client action scoped to the underlying accounts.

H) PDF / Excel Export & Reporting Control

• Portrait / landscape: choose layout before PDF export on supported reports.
• Excel downloads: export structured workbooks for analysis and archival.
• Books & audit: Day Book, Bank Book, Cash Book, Journal Audit, Outstanding Cheques, Executive Summary—available through the suite menus and wizards.