7.6.7 Other Details Sub Tab
The Other Details sub screen records information regarding monetary amounts associated with the business such as profits, sales, and expenses.
To complete the Other Details sub tab
- Click Other Details sub tab.
- Click Edit.
- Verify financial details as well as assets and liabilities linked to the business.
A brief description of the fields is given below:
Table 7-21 Other Details
Field Do this Other Details section Currency Select the currency. Business Type Select the type of business. Analysis Frequency Select the analysis frequency. Line of credit Currency Gross Margin Factor The system displays the Line of credit currency business’s gross margin factor. Gross Margin Factor Specify the business’s gross margin. Organization Type Select the type of organization. Line of credit Currency Income The system displays the Line of credit currency business income amount. Income Specify the business’s income amount. Line of credit Currency Collection Average Specify the Line of credit currency collection average. Collection Average Specify the collection average. Line of credit Currency Proj Coll Avg Annual Specify the Line of credit currency annual projected collection average. Proj. Coll.Avg.Annual Specify the annual projected collection average. Line of credit Currency Book List Specify the Line of credit currency business booklist. Book List Specify the business booklist. Line of credit Currency Turn Over Specify the Line of credit currency turnover amount. Turn Over Specify the turnover amount. Line of credit Currency Capital Amount Specify the Line of credit currency capital amount. Capital Amt Specify the capital amount. Line of credit Currency Earned Surplus Specify the Line of credit currency earned surplus amount. Earned Surplus Specify the earned surplus amount. Line of credit Currency Gross Profit Specify the Line of credit currency gross profit amount. Gross Profit Specify the gross profit amount. Line of credit Currency Net Profit Specify the Line of credit currency net profit amount. Net Profit Specify the net profit amount. Line of credit Currency Working Capital Specify the Line of credit currency working capital amount. Working Capital Specify the working capital amount. Line of credit Currency Annual Sales Specify the Line of credit currency annual sales amount. Annual Sales Specify the annual sales amount. Line of credit Currency Projected Sales Specify the Line of credit currency projected sales amount. Projected Sales Specify the projected sales amount. Line of credit Currency Equity Specify the Line of credit currency equity amount. Equity Specify the equity amount. Open Delq Specify the open delinquency amount. Line of credit Currency Business Expenses Specify the Line of credit currency business expenses amount. Business Expenses Specify the business expenses amount. Line of credit Currency Personal Expenses Specify the Line of credit currency personal expenses amount. Personal Expenses Specify the personal expenses amount. Line of credit Currency Total Expenses View the Line of credit currency total expenses amount. Total Expenses View the total expenses amount. Line of credit Currency Annual Proj Sales Amt View the Line of credit currency annual projected collection amount. Annual Proj Sales Amt View the annual projected collection amount. Line of credit Currency Annual Proj Exp Amt View the Line of credit currency annual projected expenses amount. Annual Proj Exp Amt View the annual projected expenses amount. Line of credit Currency Current Assets View the Line of credit currency current assets. Current Assets/Liability ratio View the current asset to liability ratio. Line of credit Currency Fixed Assets View the Line of credit currency fixed assets. Fixed Assets View the fixed assets. Line of credit Currency Intangible Assets View the Line of credit currency intangible assets. Intangible Assets View the intangible assets. Line of credit Currency Current Liabilities View the Line of credit currency current liabilities Current Liabilities View the current liabilities. Line of credit Currency Long Term Liabilities View the Line of credit currency long term liabilities. Long Term Liabilities View the long term liabilities. Line of credit Currency Total Assets View the Line of credit currency total assets. Total Assets View the total asset amount. Line of credit Currency Total Networth View the Line of credit currency total net worth amount. Total Net worth View the total net worth amount. Line of credit Currency Total Liability View the Line of credit currency total liability amount. Total Liability View the total liability amount. Debt Net worth Ratio View the debt to net worth ratio. Current Assets/Liability ratio View the current asset to liability ratio. Signatures Title 1-4 Specify the title. Signature1-4 Specify the signature.
Parent topic: Business Tab