Transaction analysis

Run auto checks. Add and customize checks.

Period & Year has automated checks that look for deviations in the accounting. The checks can be run from the start page or from Transaction analysis. The check results are shown in Transaction analysis - Check results, as well as in the column Auto checks on the overview of the pages Reconciliation BS and Analysis IS. To adjust the checks, go to Transaction analysis - Check settings.

Under Administration - Templates for auto checks, you can create templates for your own automatic checks that you can use for one or several of your accounting office's customers. Read more in the topic Templates for auto checks.

Last modified September 2, 2024