For the complete documentation index, see llms.txt. This page is also available as Markdown.
Accounts evolution
Monthly monitoring of accounts evolution
In Simax, it is possible to monitor the monthly evolution of different accounts on a single screen, making analysis and decision-making easier based on each account’s balances. You can also access the details to perform usual actions such as matching or entry corrections.
Via Accounting > Queries > Monthly accounts evolution, you can view statistics showing the monthly balances of accounts.
You can filter the data by:
the fiscal year
the account class
the account type
a specific account
It is also possible to filter by a specific date range.
By clicking on a balance and double-clicking, you can directly access the accounting entries that generated this balance.
By selecting the entries of your choice, you can then perform standard actions such as:
