Insights
Insights overview
Charts of document volume, voucher mix, ledger mix, and monthly trends. Included on the Enterprise plan.
Updated 10 October 20261 min read
Insights is a reporting view for the selected client. It is included on the Enterprise plan.
Overview tab
- A strip of key figures for the period.
- Voucher-type and ledger-type mix.
- A monthly trend.
- Top-ten rankings.
Where the numbers come from
Insights prefers the Tally Day Book after a voucher sync. Without one, it uses the rows you approved in AutoBooks. The page says which source it is using.
Choosing a period
The default is all time. For a custom range, choose a start date and an end date. Insights loads once both are set.
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