Below you will find learning resources that are helpful when running a monthly financial report.
Shows an itemized list of all transactions for revenue, expense, and balance sheet accounts
Shows all transactions for revenue/expense and balance sheet accounts with additional features and options not available in m-Fin Financial Detail
Shows a one-page-per-SpeedType report that shows the available balance calculation, as well as revenue and expenditures by various account levels. To view assets and liabilities, if it is relevant to fund type
Shows an itemized list for all financial expenses committed but not yet occurred for a given SpeedType or purchase order.
Shows SpeedTypes with negative cash balances or positive net assets. Shows account codes with abnormal balances (i.e., debit accounts with credit balances or credit accounts with debit balances)
Used to view summarized balances for revenues and expenditure accounts for a SpeedType.
Shows the financial basics for multiple SpeedTypes, in a one-line-per-SpeedType presentation
Shows a one-line-per-SpeedType report showing budget, actuals, and available balance for a given period, as of the close of business for the previous day
Concur transactions on your financial statements