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Exo Accountant's Assistant

The Exo Accountant's Assistant interface is divided into the following sections:

  • Business Checklists - a set of dashboard widgets containing checklists for important accounting processes.
  • Financial Review - a set of financial reports that show key metrics for business owners and external advisors.
  • Systems Integrity - a set of checks against the database and ledgers to ensure that Exo Business is balanced.

Note: You can open the Overview for External Advisors from the Exo Accountant's Assistant Help menu. This document provides an overview of key areas of Exo Business, so that you can familiarise yourself with the basic concepts and functions.

Global Financial Period Setting

The Financial Period list at the top of the window specifies the period to use by all Dashboard widgets in Exo Accountant's Assistant. You must set up widgets and reports to use this parameter:

Grid and Pivot Widgets

To use the Financial Period in a Grid or Pivot widget, the SQL statement in the widget must contain one of the Current Period parameters:

  • @CURRENT_GLPERIODSEQNO – General Ledger
  • @CURRENT_CRPERIODSEQNO – Debtors Ledger
  • @CURRENT_DRPERIODSEQNO – Creditors Ledger
  • @CURRENT_STKPERIODSEQNO – Stock Ledger

You can enter them in the Parameter list dropdown on the widget’s SQL tab.

Clarity Widgets

To use the Financial Period in a Clarity widget, the Clarity report displayed by the widget must have a runtime parameter with one of these names:

  • CURRENT_GLPERIODSEQNO – General Ledger
  • CURRENT_DRPERIODSEQNO – Debtors Ledger
  • CURRENT_CRPERIODSEQNO – Creditors Ledger
  • CURRENT_STKPERIODSEQNO – Stock Ledger

Checklist Widgets

To use the Financial Period in a Checklist widget, select an option from the Context dropdown on the Checklist Setup tab.

Licensing

A single user can run Exo Accountant's Assistant without an additional licence. You must purchase licences to enable more than one user to access it.

These restrictions apply when accessing Exo Business from the Exo Accountant's Assistant:

  • Full access is available to key functions relating to the General Ledger.
  • Restricted access to the Debtors and Creditors screens is available. You can edit basic details of Debtor and Creditor accounts, but you can't generate no transactions for them.
  • You have read-only access to Stock item records.