Management Accounts Can Be Prepared At Any Stage:
- Navigate: Navigate to Accounts Production > Accounts
- Start Date (Optional): Set the start date of the required reporting period.
- Finish Date (Optional): Set the end date of the required reporting period.
Once you have entered the current date range and press return on your keyboard after entering the end date, then an option will be given to set the comparative period. The user can select any comparative date range they wish.
Once the date ranges have been entered, prepare the Trial Balance.
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Prepare: Click Prepare to generate the Trial Balance from which the accounts will be generated.
- Accounts Options: Click on Accounts Options to bring you to the screen where you can generate a set of Management Accounts.
- Show Comparatives: Tick the box to indicate whether or not comparatives are required for the final printout.
Simply press Prepare to view on screen.
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