Rim in Finance

Open the Rim chat (the round button at the bottom right) while you are in Finance. You need the Finance: use permission.

What you can ask

Rim reads the books for you. For example:

• What is the balance of petty cash?
• Show me the profit and loss for last month.
• Which customers owe us for more than 90 days?
• Find the entries for shop rent this year.

It can look up accounts and balances, the trial balance, profit and loss, balance sheet, tax report, journal entries and the aged receivables and payables. It knows today's date.

Drafting an entry

Ask, for example, draft an entry for 15,000 rent paid in cash today. Rim saves it as a draft and opens it in the Journal. Check the accounts and amounts, then click Post yourself.