Top Producer^® 8i CRM: Viewing Income and Expense Totals

You can view income and expense totals for any of your folders or categories by specific date ranges.

Viewing Totals for a Folder

1. From the Applications main menu item, click Income/Expense Tracker under the Financial section.
2. The Income/Expense Tracker page opens.
3. Click the desired folder name to open it.

4. Click the Search By drop-down list to select a date view, such as month/year to date, monthly or yearly total, or date range.

   Note: You must select a month and/or year when choosing a monthly or yearly total. Enter specific dates for the date range selection.

5. Click the Search button to retrieve the desired totals.

6. The totals appear on the folder’sheader.

   

Viewing Totals for a Category

1. From the Applications main menu item, click Income/Expense Tracker under the Financial section.
2. The Income/Expense Tracker page opens.
3. Click the desired folder name to open it.
4. Click on a category name to open it.

5. Click the show drop-down list to select a date view, such as month/year to date, monthly or yearly total, or date range.

   Note: You must select a month or year when choosing monthly or yearly total. Enter specific dates for the date range selection.

6. Click the Display button to retrieve the desired totals.

7. The totals appear at the bottom of the open category.

   

Log in to view income and expense totals.