If you have bookkeeping in your Onsite account, the accounting overview shows what needs your attention and how your month looks. Use it to spot connection issues and transactions waiting for review.
Select Accounting > Overview.
In Action Items, review any connection issues and transactions that need review.
In Monthly Review, check the numbers for the selected month.
Review the Profit + Loss, Cash Flow, and Expenses sections.
In the profit-and-loss chart, review your longer-term trend.
In Transactions for review, find bookkeeping work that's still outstanding.
Act on an item
When something needs attention, the overview may show a shortcut such as Banks & Integrations, Fix, or Review.
Important: Check what the issue is before you change a connection or transaction.
Related articles
Find and review transactions
Review your bank connections
Open financial reports and journal entries