9 - Accounts
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      9.2 - Accounts reporting

      In this article

      What is accounts reporting?

      The accounts section of Chalkstring serves 2 key functions.

      Firstly, it acts as a quick access portal to all the data being generated and managed across all your projects. The section cumulates together all the cost and revenue data, into searchable and filterable tables to quickly access what is needed, and these filtered results can also be exported as financial spreadsheets/reports.

      Secondly, for customers who are transferring the project data originating in Chalkstring, directly into existing accounts software via bulk data imports, this section enables you to set up matching cost codes, so the imported data automatically populates the right parts of the accounting software without manual rekeying

      This article covers the second function. For details on the first function, see the following article:

      Accounts reporting

      Please note: The screens shown in the videos may differ from the current version of Chalkstring due to regular updates and improvements.

      Test your learning

      Now that you have learned more about accounts reporting, try it out for yourself. The following activity documents contain practice examples to apply what you've learned.

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