To create a new Customer Summary, go to Reports tab, click Customer Summary, then New Report button.
Reports
Customer Summary
Customer Summary provides overview of your customer interactions and transactions to effectively manage your customer relationships and financial performance.
A
Admin·5 March 2026·1 min readMore in Reports
Divisions
The Divisions screen, located within the Settings tab, allows users to independently oversee various segments of their business. By using divisions, you gain the ability to isolate and analyze inco...
Projects
The Projects tab in Accounter supports detailed tracking and management of income, expenses, and profitability associated with individual contracts, customer relationships, or project-based work c...
Reports
The Reports tab in Accounter houses various essential financial and operational reports for your business. These reports provide comprehensive insights into your company's performance, financial p...
Bank Account Summary
Bank Account Summary provides a comprehensive overview of bank account's financial activity over specific period of time.