View operations overviews for a total time frame

You can view an operations overview with totals from a specific period, such as a quarter or a year.

To view operations overviews for a total time frame:

  1. Go to: Financial / Ledger / Overview / Operations of entire time frame.
  2. Select the financial years and periods (1 - 12) that you want to compare with each other.
  3. Select the Estimate check box if you want to estimate specific periods. In that case, also enter the period.
  4. Complete the remaining fields. You can use the level totals to totalise groups of ledger accounts.
  5. Click on: Finish.

    Profit displays a view with the operations overview:

    • The Operations line displays the realisation. If you have estimated, this line displays the estimated amount.
    • The Difference column, next to the Realisation column, displays the difference between the operations and the realisation. If you estimate, this column thus displays the difference between the realisation and your expectations (= estimates).
    • The Difference column, next to the Budget column, contains the difference between the operations and the budget.

Directly to

  1. View operating overviews
  2. Configure budgeting
  3. Configure ledger accounts
  4. View operations overviews for a total timeframe
  5. View operations overviews by period