Skip to main content

Questions you can ask Copilot about the Financials module

A reference guide to the natural language queries you can use with Copilot to retrieve and analyse financial information from the Financials module.

Updated over a week ago

You can interact with Copilot using natural language queries to retrieve key information from Access Dimensions Cloud.

The below listed queries can also include filters of your choosing.

  • What currency accounts do I have?

  • Show me my bank balances

  • What is my balance for [Bank Account]?

  • Show all bank balanced for [currency]

  • What is my Balance Sheet position so far this year?

  • Does my Trial Balance balance?

  • What is my P&L position so far this year?

  • Compare last year P&L to this year

  • Compare last year's P&L to this year's P&L balance for [period]

  • Show budget vs actual on <account> as at period x

Related Articles
Questions you can ask Copilot about the Creditors module
Questions you can ask Copilot about the Selling and Purchasing Enquiries
Questions you can ask Copilot about the Debtors module
Did this answer your question?