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Create your finance account groups to define the way you want to sum and show the various totals.
Create the format of your report in finance reports configuration to define the report, which account groups to show in which order, and the basic formatting (font, etc).
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WHAT TYPE OF REPORTS CAN I CUSTOMISE?
If there are specific report formats or account groupings that you need to review, that aren’t covered by a regular Profit and Loss report, this is where you can use the finance account groups & custom reporting formats to configure your own management reports.
Reports you can customise are:
Fiscal report, 12 months (310):
This report shows you your actuals and fills in the rest of the 12 months with a budget you’ve created.
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Fiscal report, year-to-date actuals (464):
This is a simple report that shows you the totals from the start of the year:
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Period and year-to-date (313):
See a comparison of one period to another, plus the year to date totals.
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Period and year-to-date by customer (329):
This is the same as the above but shows the customers.
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Statement of accounts by dimensions, 12 months (314):
This is one of the most popular reports as it shows your specified accounts by month and you can also select what dimensions you want to see. Is this example, the ‘client group’ dimension has been selected.
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SETTING UP FINANCE ACCOUNT GROUPS
In the settings module > open the folders, reports & documents sub menu > select finance account groups
This is where you create the different groupings in your report. Each group represents a line on your report
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Group divide takes 2 accounts and divides them by each other to get a percentage
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Notes:
Reverse sign - will make the credits positive and the debits negative. If you use it for one, use it for all
To show a single account on a line, use the account sum type and put the same account in from & to
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CONFIGURE YOUR REPORT FORMAT
| Info |
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Go to the Finance Reports Configuration article for next steps. |
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