If your client has configured their Accounting Software to integrate with Insights, this tab will show all reports related to their accounting data. Today there are four key reports for us to show. Before we look at the specific reports, there are a few controls and data points worth calling out.
- This will show you the last time Insights was able to successfully sync with the Business’s Accounting Software.
- This will show you whether the Business is configured for Accrual or Cash basis accounting.
- Some reports will allow you to change the overall timeframe you want to assess for the purposes of your report, that is controlled here.