Accounting related widgets

This article lists the widgets available which focus on accounting.

Each widget will list the widget filters available to be used for granular filtering. Note every widget has the "Chart options" and "Intervals" filters. Learn more about widget filters here.

Profit and loss

The profit and loss widget displays data from your income statement in a graphical way.
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This widget can be filtered by the Journal filter, as well as a special "Profit and loss" filter that allows you to select which account type to include in the graph.
Choose any number from:
  • Sales
  • Purchases
  • Direct expenses
  • Overheads
  • Depreciation and sundry
  • Suspense accounts

Bank activity

The bank activity widget displays activity in your bank accounts over time. Deposits are positive and withdrawals are negative.
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This widget can be filtered by the Journal filter, as well as a special "Bank account" filter that allows you to select which bank accounts to display.

Bank balances

The bank balances widget displays how your bank balances change over time.
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This widget can be filtered by the Journal filter, as well as a special "Bank account" filter that allows you to select which bank accounts to display.

Accounting metrics

The accounting metrics widget displays some key accounting metrics, allowing you to compare the business's performance in the current period versus a previous period.

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The metrics are as follows:

Customer debt The sum of all entries to 1100 Accounts receivable (debtors control) within the time period.
Vendor (supplier) debt The sum of all entries to 2100 Accounts payable (creditors control) within the time period.
Gross profit The value of sales revenue less purchases and direct expenses, as detailed on the income statement (profit and loss report).
Net profit Gross profit less overheads, other expenses and suspense account balances, as detailed on the income statement (profit and loss).
Total liabilities The sum of all entries to the liabilities codes within the time period.
Total assets The sum of all entries to the assets codes within the time period.
Book value

The book value is calculated as:

Total assets + Total equity - Total liabilities

This widget can be filtered by the Journal filter. There's also an additional option in the "Intervals" filter which allows you to define the prior period.

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