Quotes, invoices & money
Review a report and explain its numbers
Reviewed:
Authorized records, business currency and the intended reporting period. Use the controls available to your role and account; this guide does not perform the task.
Step-by-step guide
- Choose the appropriate report and dates.
- Confirm business, branch, time zone and currency.
- Check the source invoices, payments, expenses or inventory records.
- Distinguish invoiced sales, cash received, expenses, profit and forecast values.
- Explain missing or unusually large inputs and avoid inventing a corrected result.
- Offer the relevant source record or prepared follow-up.
Check your result
The answer states the report basis and uses actual data; a forecast is not a guarantee.
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