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.

Financial Statement Designer allows you to utilize Sample Financial Statements, or create custom statements. When creating custom statements, you'll define Lines and Columns to hold the rows of G/L Accounts and G/L Periods respectively.

Sample Financial Statements

InFocus comes out of the box with a set of sample Financial Statements, described in under InFocus System Reports. These designs are based on the Chart of Accounts established by QuickStart. Even if QuickStart was not run, the samples may be installed by following the steps below.

Installing Sample Financial Statements

1.	Browse to UT>SQL Query. More on the SQL Query applet

2.	In the query box, enter: fssample_sav.

3.	Click Run Query from the toolbar. Please note: SQL Queries can directly affect the InFocus database. Use caution.

Once the query has completed, Query Execution Complete will appear in the upper right corner of the SQL Query screen. The installed Financial Statements will be available to Financial Statement Designer.