How to Check Summary / Set Period in Summary?

Steps to follow

1. Navigate to Summary module from 'Control Panel' side bar menu.

2. Open the Set Period Option:

   1. Click the Set Period button to the top right corner in the Summary module.
      
      

3. Choose Accounting Method:

   • Select either Accrual Basis or Cash Basis.
4. Show Balance For Set Period 

5. Set Date Range:

   • Select "From Date"
   • Click on "Until" ​
     • Today: Select to view data for the current date.
     • Custom: Choose a end date to define a specific period
   1. Save Changes:
      • Click Save to apply the selected period on 'Summary' accordingly
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6. 

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View Balance Sheet: Displays a detailed financial position, summarizing assets, liabilities, and equity.

View Profit & Loss Statement: Provides an overview of income and expenses, showing net profit or loss.