Account Summary Questions

Overview: Account Summary#30600:01:59: The account summary keeps track of withdrawals and deposits in WORK[etc]. It does not sync with banks, but can provide a useful tool to gauge about how much should be in a bank account.
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Account Summary
How To Record Deposits, Withdrawals, and Refunds#59: The contact history displays filters for deposits, withdrawals, and refunds. You can add these by clicking their respective dropdown menu option at the "Account Summary" page under "Finances". You can also add them from within the Finances module.
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Invoicing / BillingAccount Summary
Will WORK[etc] replace our Accounting Software?#72: WORKetc will cover all customer-related finances, giving you a real time view of the progress of your business without having to refer to an outsourced book keeper. You may be able to get away with just using WORKetc, but we suggest speaking with your accountant. WORKetc also exports to Quicken and a number of file formats for easy integration.
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Account Summary

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