Overview

1. Balance Sheet (comparitive)  Coming Soon!
   
2. Balance Sheet (standard)
   
3. General Ledger
   
4. Income Statement (comparitive)  Coming Soon!
   
5. Income Statement (standard)
   
6. Trial Balance
   

1. Single Adobe PDF
   
2. Individual Adobe PDFs
   
3. Microsoft Excel 2007+
   
4. Microsoft Excel 97-2003
   
5. Microsoft Word
   
6. UTF-8 Text document

Creating a Report Package

1. Navigate to Reports / Report Packages
   
2. Click Create / New.
   
3. Give the package a description.
   
4. Choose a period for the reports.
   
5. Click the Reports tab.

1. In the reports tab, click Add to add a report to the package.  A new line will appear in the list of reports.
   
2. Choose the report from the drop-down list.
   
3. if you have any saved settings on this report, you may choose them from the Report Settings drop-down list to have them applied.
   
4. Choose Cash or Accrual from the Accounting Method dropdown.
   
5. Some Reports will have a choice in the Report Type dropdown.
   
6. Some Reports will have a display by choice dropdown.  Choose from the list of items.
   
7. Set the Page Orientation to Portrait or Landscape mode.
   
8. Check the Fit to Page checkbox to constrain the data to one page.
   

6.  Click the Mail to tab

1.  Click Add to add a recipient.
   
2. Enter the name of the recipient.
   
3. Enter the email address of the recipient.
   

7.  Click the Covers and footers tab.

1. Click the Cover Page tab.
   
1. Use the placeholders on the right to compose your cover page.   Static text and placeholder text may be formatted using the formatting bar.
   
2. Click Do not use if you wish to not include a cover page.
2. Click the Cover Letter tab.
   
1. Use the placeholders on the right to compose your cover letter.   Static text and placeholder text may be formatted using the formatting bar.
   
2. Click Do not use if you wish to not include a cover letter.
   
3. Click the Footnotes tab
   
1. Use the placeholders on the right to compose your footnotes..   Static text and placeholder text may be formatted using the formatting bar.
   
2. Click Do not use if you wish to not include footnotes.
   

8.  Click the File formats tab.

1. Check the box next to the desired file format(s).
   

9.   Click Save to Save or Run and export to Run the reports and send to your recipients.

You may create as many packages as you wish.

Running a Report Package

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To Run a report package,

1. Navigate to Reports / Report Packages.
   
2. Double click a report package.
   
3. Change the Period, if necessary.
   
4. Make any other necessary changes to recipients, cover letters, pages or footnotes or report options.
   
5. Click Run and Export.

Last Updated  11/13/2020 - JML