Financial Statement Designer Utilities>Financial Statement Designer

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Overview

Financial Statement Designer provides for flexible statement generation. Balance Sheets, Profit & Loss (consolidated and by profit center), and other statements can be created here. This allows a group of G/L accounts to be combined to appear on a financial statement design. Any line item can contain up to fifteen columns, so comparatives between periods and/or budgets can be achieved. Financial statements can use accrual or cash figures.

 

 

 

Key Concepts

•You can find a description of system Financial Statements in the InFocus System Reports chapter of this manual. More on InFocus Financial Reports
•These designs are based on the Chart of Accounts established by Quick Start. Even if Quick Start was not run, the samples may be installed by following the steps below.
•To install them, follow these steps:
oStep 1 - Launch the SQL Query applet. This is located in the Utilities module. More on the SQL Query applet
oStep 2 - In the query box, type fssample_sav.
oStep 3 - Click on the Run Query button. In a few seconds the message Query Execution Complete will appear in the upper right corner of the SQL Query screen. Once that is done, the above Financial Statements will appear in the drop-down.