Accounting
Inspect balances, ledger and financial reports
Read native financial reports for the selected reporting period.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/accounting
1. Choose the period
Open Reports and choose Reporting period.
Expected result: The report scope changes to the selected period.
Confirm it worked: Check period boundaries before comparing totals.
2. Choose the report
Use Report to select a report such as Balance sheet.
Expected result: The Financial report shows the selected report.
Confirm it worked: Read its date/period and source label.
3. Inspect outstanding records
Choose Overview and inspect Outstanding balances and its invoice/bill categories where available.
Expected result: Outstanding sales and purchase balances are listed.
Confirm it worked: Inspect the underlying document before changing any balance.
4. Inspect the general ledger
Choose the Ledger tab and inspect General ledger and use Search general ledger for a specific entry. Use export controls only where available.
Expected result: Ledger records are scoped to the selected books.
Confirm it worked: Compare document references and totals with the report; opening a report does not modify the books.
Troubleshooting and alternatives
Connected Xero/QuickBooks views have their own provider-backed data and supported reports. Select the source deliberately.
Reports reflect recorded entries and chosen periods; they cannot establish that every external transaction has been imported.