Understanding the Accounting tab within a case
Introduction
The Accounting tab provides a centralized view of financial data, including accounting integrations, statements, and health indicators. Applicants can connect tools such as QuickBooks or Xero, and the tab displays Income Statements, Balance Sheets, Profit & Loss, and transaction history with graphs, tables, and summary insights. This tab helps underwriters quickly evaluate business performance within Case Management.
- First, navigate to the Cases tab and select the Case # to review.
- Next, locate and select the Accounting tab.
Accounting Tab Details
The Accounting tab displays the following information:
- Income Statement – Displays income statements as they are added by the applicant or team members.
- Balance Sheet – Displays balance sheets as they are added by the applicant or team members.
- Uploads – Shows additional accounting data uploaded by the applicant or team members.
Income Statement
Balance Sheet
Uploads
For more information on the other tabs within a case, see the following guides:
- Case > Overview Tab
- Case > KYB Tab
- Case > KYC Tab
- Case > Public Records Tab
- Case > Banking Tab
- Case > Accounting Tab (This article)
- Case > Taxes Tab
- Case > Documents Tab
- Case > Custom Fields Tab