Analyze accounting data

Customer Manager uses Microsoft Office Web Components to display accounting information you import from other programs. With Office Web Components, you can create interactive PivotTable lists to analyze your data.

Consult Microsoft PivotTable List Help for information about creating and customizing PivotTable lists using the Microsoft Office Web Components.

To access Microsoft PivotTable List Help at any time from Customer Manager, open the Invoices or Payments folder, click anywhere in the folder, and then press F1.