Ask Questions About Saved Financial Records in Accounts

Use the Accounts assistant to ask about your saved financial records and review the answer against the underlying reports.

Ask a question tied to your records

Specify what you want to understand, such as which open receivables need review or what changed in recorded expenses.

Compare the answer with the applicable currency, reporting period and saved records before using it in a decision or report.

Use the ledger, invoice list or source report to investigate items that the answer identifies for review.