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To access this screen, go to Launch | Client Lookup in the Staff Control Panel. Then select the appropriate client and view them. Then click on the A/P Figures or Tax Summary button.
This screen can give either the Accounts Summary or Tax Summary depending on the client selected. In both cases Practice Management must be running to see this information.
The Accounts Summary information is taken from Accounts Production.
The Tax Summary is taken from the information entered in Personal/Trust Tax, for the selected client.
For more information on Data Mining, please click here.
If the A/P Figures screen is blank and figures are expected then ensure the Reports Finalised tick option is present in Accounts Production under Reports | Reports Finalised. If there are further queries with this then please refer to the Accounts Production help screens.