How do you access the Balance Sheet and Income Statement analysis features?

This article will demonstrate how the balance sheet and Income statement analysis features are accessed.


1.  Go to the Dashboard and locate the Balance Sheet graph.  Select the Entity and Date range for the Financial Dashboard.  The settings will not change until you logout of Traction.  Click on the graph to open the Balance Sheet details.
2.  The Balance Sheet has entries that are clickable.  Any dollar amount entry that is underlined can be clicked and will show the Account Register for that account.
3.  I chose the Checking Main account which displayed the Account Register.
4.  The same clickable entries are available for the Income Statement as well.
5.  I chose the Chemical expense which displayed the Account Register.