Financial Overview

The Financial Overview program allows the user to quickly view Balance Sheets, Income Statements, Burden Percentages, Active Job Profit Totals, and Job Cost & Billing Totals. This option is available on the Overview menu. Click on Financial Overview and the following screen will come into view.

Balance Sheet tab

This tab displays all Total Assets versus Total Liabilities and Total Equity. This screen also shows a percentage distribution of Assets, Liabilities, and Equity.

Assign Accounts (button)

When the Assign Accounts button is pressed, the following screen comes into view.

This window allows the user to customize the Financial Overview for Balance Sheet Line Items, Income Statement Line Items, and/or Job Costing. Select any of the tabs and press the corresponding lookup button for the desired line item and select the line item from the GLGroup file.

Ratios tab

This tab displays Liquidity Ratios and Debt to Equity Ratios.

Income Statement tab

This tab shows Revenue, Gross Profit, and Net Profit. This screen also shows a percentage breakdown of Revenue and a graphical representation of the distribution.

Burden Percentages tab

This tab breaks down Indirect, General and Administrative Costs by Cost Type.

Active Job Profit Totals tab

This tab shows a physical and graphical breakdown of Active Job anticipated and actual profit.

Job Cost & Billing Totals tab

This tab shows a physical and graphical breakdown of Job Costs by Cost Type.