Overview Sections: Create Your Own

Last Article Update 22.09.2023

If you are working with many different accounts, cards and other financial products, George Business supports you in structuring your financial overview and adjusting it to your individual needs. With pre-defined (but editable) overview sections for orders needing your atttention as well as for your accounts, cards and financing products, George subdivides your finances according to product types. As of the George Business version 23.14, you can now also create your own individual overview section where you can mix various product types

Imagine the usecase that you want to combine all the accounts and cards that are dealing with a specific project of your company together directly on your George Business overview. Here you go.

 

Create your onw individual overveiw section Create your onw individual overveiw section

In order to unlock the full potential of your overview sections, open the "Customise Overview" menu directly from your George Business overview. From the there you can hide/unhide, sort and edit your existing pre-defined sections. And, of course, create your "New section".

 

Customise your overview Customise your overview

Set up/edit your own section

Customise your overview sections Customise your overview sections

 

When setting up (or editing) your individual section, you have the following options:

  • name it: you have up to 60 characters
  • make George calculate the total sum of the included products or not
  • select the accounts, cards and/or financing products you want to include in this section
  • delete the section completely