View - Accounting - Financials
- Key figures/Profit/Loss/Balance sheet
The Key figures, Balance sheets and Profit & Loss reports in the Nominal Ledger can be edited, or you can create new reports (report setup). By defining your own column setup, you can decide at what time intervals the report set-up lines will be distributed.
By clicking the three dotted button to the right of the Report setup drop-down list, all the pre defined set-up lists will be displayed. Follow the procedure below to create new or edit old reports.
Click New or select an existing report and click Edit. The report can now be set up, line by line.
Enter a Description of the report into the top field. This is the name you select as report set-up in the Financials.
Click New to add a line to the report. To insert a line into the middle of the report, select a line and click Add field.
In the Line window, specify what to display on the line:
Do not select View if the line is only to be included in other formula and not displayed on the actual report.
Select the Type of line you wish to enter by using the drop-down list. The relevant fields for this line type will then be show as active in the screen.
Description: Inserts a line with your own description.
Line: Adds a line to the report.
Data: Retrieves figures from the accounts. Select the Account group from the Account group drop-down list.
Nominal code: Retrieves figures from the accounts. Select Account from and to from the drop-down list.
Formula: Can only be based on existing lines in the report, not on figures that are only in the accounts and are not retrieved in the report.
Free number: Inserts a line in the report with an optional number.
Enter Indent (as a number of dots) if you want the line indented.
Select Override the column format for this line to define your own formatting for the line.
Click OK.
Repeat the process until you have arranged
all lines.
Transferring reports to other company databases
Click Export to save information
about a report in a file. The file can be imported into another company
database later if you want to use the same reports in other company databases.
Click Import to read a file containing
new reports. These may be reports you have exported from elsewhere or
downloaded from our support pages.
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