Column Setup

View - Accounting - Financials - Key figures/Profit/Loss/Balance sheet

Column set-ups in the Key figures, Balance sheet and Profit & Loss accounts in the nominal ledger can be edited, or you can create new column set-ups. These column set-ups determines at what time intervals report setup lines are to be distributed. Column set-up can contain one or more columns.

By clicking the three dotted button to the right of the Column 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 column setup and click Edit.
The column setup can now be set up, line by line.

Enter a Description for the column setup into the top field. This will be the name you select as column setup in the nominal ledger.
Click New to insert a column to the right in the column setup. To insert a column to the left of the marked column, select Add field. This will be added over the marked column in the list, but to the left in the report itself.

In the Column window, specify what to display in the column:

Do not select View if the column is only to be included in other formula and not displayed on the actual report.
Select the Type of column you wish to enter by using the drop-down list. The relevant fields for the column type will show as active in the screen.

Data selection: Retrieves figures from the accounts. Select between This years / Last years Nominal ledger and This years / Previous years budget. You can also set period selection.

Formula: Can only be based on existing columns in the column setup, not on figures that are only in the accounts and are not retrieved in the report.

Free number: Inserts a column with an optional number.

In addition to column type you can select format and font.
Click OK.

Repeat the process until you have arranged all columns.

Transferring column setups to other company databases

Click Export to save information about a column setup in a file. The file can be imported into another company database later if you want to use the same column setup in other company databases.

Click Import to read a file containing new column setups. These may be column setups you have exported from elsewhere or downloaded from our support pages.