Financial Manager
The Financial Manager is available from the Analysis menu. This tool provides a brief, overall financial picture of how your business is performing. Like the other Sage 50 business managers, the Financial Manager is based on multiple levels of analysis. In this case, there are two levels:
- Numeric level: a set of business-summary data or account balances at a specified point in time, which can be viewed in a numeric table
- Spreadsheet level: a set of business-summary data or account balances projected for the end of sequential periods for comparison purposes
The Date field at the top of the window on the right defaults to the current system date if the current system date falls within the current accounting period. When you change the date, the system refreshes the Financial Manager data displayed. You can also refresh the financial data by clicking Refresh at the top of the window. How doesSage 50 calculate balances based on specified dates in the Financial Manager?
Note: If you are using the batch-posting method, you must first post all transactions to get an accurate representation of your financial balances.