The Financial Summary screen can display an up-to-date overview of the balance of your funds and bank accounts in Arbor Finance, based on all the transactions that have been entered. You can choose to display a global summary, budget summary or single bank account view. From each summary, you can drill down to the underlying information.
To view the overall summary
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From the top menu choose Financial Summary.
The Financial Summary screen is displayed, with View set to Overall including VAT by default.The screen displays these overall balances: Brought Forward, Income, Expenditure, Orders Outstanding and Carry Forward.
To view the budget summary
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From the top menu choose Financial summary.
The Financial Summary screen is displayed.
From the View drop-down list, select Budget Summary.
The screen displays these budget summary balances:
- Expenditure: Total expenditure allocations, Actual expenditure to date, Orders outstanding, and Balance.
- Income: Total income allocations, Actual income to date, and Balance.
- Bank balances: Default bank, Other bank accounts, and Total funds available.
- To view the underlying information, click the appropriate icon.
To view a single bank account summary
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From the top menu choose Financial summary.
The Financial Summary screen is displayed.
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From the View drop-down list, select the fund or bank account you want.
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The screen displays these balances for the selected accounts: Brought Forward, Income, Expenditure and Carry Forward.
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