More precisely, the templates stores the trading in a table that includes the date, amount, description, account mapping and a section for comments that you may find useful.Īs you would expect from a financial tool, the utility also includes a Report area where you can get a general idea about your revenue, cost of sales, operating expenses, profit and similar data. In addition to managing accounts, the template comes with a section where you can store all transactions performed. View all your transactions and get reports at the desired intervals AS a side note, the accounts include sub-categories that should meet the requirements of a standard small business. In fact, the highlight, in this case, steams from the fact that the template comes with dozens of types of accounts so you should not have any problems finding the one suitable for your company.Īmong the types of accounts you can use to keep track of your finances, you can count Current Assets, Current Liabilities, Income Statement and Stockholder's equity. Single Sign On (SSO): access through OKTA, OneLogin, Auth0 and more. The utility consists of three main sections, namely the Accounts, Transactions and Reports, each representative for the options you can find. Multiple pricing options: Free, Team (choose team size), Company (enterprise) and. As you probably hinted, the template borrows from the functionality and options of the database. Permits you to track a wide variety of accountsĬonsidering this is a template, it goes without saying that you need to have Microsoft Access installed on your computer as otherwise, you cannot open the utility. Small Business Accounting Cashbook Access Database Templates is a tool dedicated to business owners who need a way to manage their finances by themselves or as a means to double check their bookkeeper.
In the eventuality that you are running a small company, then keeping a tight grip on your finances is critical to success.