Review accounting insights
Filter your accounting dashboard and review revenue, operating income, and cash flow reports.
On this page
Choose the date range and property you intend to compare, and note any unbooked transactions.
Use accounting records for the same scope when checking a chart total.
Choose the reporting period and property
Open Accounting insights. In the Accounting dashboard, use Date range and Property to choose the records you want to review.
Review the available measures
Switch between Revenue, Net operating income, and Cashflow to view each measure. Review the expense categories and account information shown below.
Open the supporting report
Select View report for the measure you are reviewing. If an unbooked transactions notice appears, open it to review those records in Accounting.
Check the result
- The selected measure and period are reflected in Accounting insights and its linked report.
- Unexpected totals can be investigated in the underlying records rather than treated as an independent valuation or forecast.
FAQs
Why does another property or date range change the result?
Insights recalculates the view for the chosen records. Compare the same measure, period and property before drawing a conclusion from two totals.
Why is expected income missing?
Review unbooked transactions, the property assignment and the record dates. Use View report to inspect the selected measure; a future charge or unbooked import is not interchangeable with recorded cash activity.