When drilling down from a statement into any Group, Ledger, Stock item or Cost centre the screen displayed first is the Monthly summary. Monthly Summary can also be accessed from a voucher level screen with the help of the button Monthly. The monthly summary shows the opening balance for the year, and then lists each month's total transactions, inclusive of both debit (inwards for stocks) and credit (outwards for stocks) and finally each month's closing balance. Below the monthly summary, is a bar chart showing the movement of account.
Use F12: Configure to display the monthly summary according to your requirements.
The options available on the button bar are very useful for configuring managerial reports.
E.g. Use the New Column button to bring up the Monthly Summary of another ledger or object or the same object in another company.
Press the button F5: Quarterly, to view the summarized quarterly figures.
Use the options in F12: Configure to view the details on percentages, averages and so on.
Ledger Voucher Monthly Summary
The Ledger Voucher Monthly summary screen is displayed as shown.
Cost Category Monthly Summary
The cost category monthly summary is displayed as shown. You can place the cursor on any particular month, say October and drill down for more details.
Stock Item Monthly Summary
The screen will be displays as follows. If you want to view the details for any particular month you have to place the cursor on the month and drill down.
