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  1. Out There Business Solutions
  2. Financial Portal

Financial Portal

Tools to help tune your business, maximise efficiency, speed, and the ease at which you can run your company.

Dashboard

  • Moving modules and dashboard navigation
  • Creating, Editing and Deleting a module

Financial Reporting

  • Introduction
  • Accounts
  • Summing subsections of accounts for single entities and groups
  • Comparing to groups
  • YTD or Monthly values?
  • Metric breakdown
See all 8 articles

Imports

  • Import Manager
  • Data availability

Strategies

  • Evaluating Strategies
  • Adding a Strategy

Configuration

  • Group settings
  • User Access
  • Entity settings
  • Reporting period

Portal FAQ

  • Why aren't my Values showing up in the Reports?
  • How do I delete an entity?
  • How do I set/reset my password?
  • Manually Input Data
  • Create and Edit Modules on the Dashboard
  • Import Data Tutorial - Monthly Process Pt.2
See all 8 articles
Out There Business Solutions