Lookups

The CPA solution offers a variety of “quick lookups.”

Lookups are a way of retrieving information, usually numerical information, directly within the solution without running a Business Intelligence report or query.

The solution supports lookups for clients such as the Periodic Statement (that is, the debits/credits that hit the client’s account over a defined period of time), the client Entries (that is, all entries that hit the client account and the details of each, showing complete journal and sub-ledger bookings), the client Invoices (with the ability to reprint each invoice to PDF and resend to a client or circulate internally), and client Payments (all cash payments received).