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  • Section: General
  • Last updated: June 5, 2019, 5:12 p.m.

Business Insights (Mac only)

The AccountEdge Business Insights is designed to give you a new way to review the health and performance of your business. One of the keys to effective financial management is regular monitoring of the factors that determine the success of your business. AccountEdge uses familiar financial ratios applied and your AccountEdge transaction data to graphically display information for easier analysis, providing the ability to spot trends.

To access the Business Insights:

  1. Go to your top menu bar and select Command Centers > Accounts > Business Insights.

AccountEdge uses Account Types to calculate the financial ratios included in the Business Insights feature. To access an Account Type, use the following steps:

  1. Go to your top menu bar and select Command Centers > Accounts > Accounts List.
  2. The account type will be listed in the Type column.

For more information about Business Insights, go to the top menu bar and select Help > Manuals > Business Insights 101.