Net Income Summary vs. Income/Expense Report
The software allows you to configure the Summary Tab to display a Net Income Summary snapshot or am Income Expense graph.
Enable the Net Income Summary
In your Rentec Direct account:
- Click on the Settings tab.
- Click on Program Defaults.
- Select YES on the option for 'Show Net Income Summary Instead of Inc/Exp Graph'.
Tip: There are additional Summary tab display options on this Program Defaults setting page to help you customize your Summary tab experience.
- Click on Save Changes.
Once set, the net income summary totals will include all transactions, including transactions posted to 'other' category types.
Keep in mind that in comparison, an Income & Expense report will reflect only transactions classed to either an Income or Expense category. In the event you post a transaction to the "other" category, your Net Income Summary number will differ from your Income & Expense report totals.