Balances

What this tab is for

Balances is the control view per relation.

Each row typically shows:

• total debit
• total credit
• current balance
• statement export action
• relation
• internal reference

When to use this tab

This is usually the quickest way to answer who currently owes money and by how much.

Good practice

• treat Balances as the quick control view
• use the relation record or Transactions when a deeper finance review is needed