Display of accounting data in charts and reports

When your company uses both Bookkeeping & Invoicing and Financial overview, Budget & Forecast, your accounting data is automatically transferred to Financial overview, Budget & Forecast.

If Financial overview, Budget & Forecast is used in a collaboration between an accounting office and a customer, the consultant will decide what data should be displayed. This setting is done under Settings - Report setting - Display of accounting data in charts and reports. Choose between:

Ongoing accounting - with this setting, all users will see real time data in Financial overview, Budget & Forecast. Any journal entry added in Bookkeeping & Invoicing will be automatically retrieved during log in or when you click the Refresh button.

Locked months - with this setting, all users will see data up until the last locked month in Bookkeeping & Invoicing. This setting is done in Bookkeeping & Invoicing, under Settings - Company settings - Accounting settings - Accounting locked as of.

Note that if locked months is not set in Bookkeeping & Invoicing, ongoing accounting data from Bookkeeping & Invoicing will be displayed in Financial overview, Budget & Forecast, no matter of the selected setting under Display of accounting data in charts and reports.

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