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Chart of Accounts Graph

This Help File Page was last Modified on 08/19/2012

Chart of Accounts Graph

This Help File Page was last Modified on 08/19/2012

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Chart of Accounts Graph

This Help File Page was last Modified on 08/19/2012

Previous topic Next topic  
The Chart of Accounts Graph report provides a chart of the closing General Ledger Account Balance(s) for (up to 5) selected General Ledger Accounts for a maximum period of 5 years - based on available data for that period.
To access the Chart of Accounts Graph report: from the Main Menu, Choose Reports and Select General Ledger where the list of General Ledger Reports will be displayed.
Choose the Financial Reports option to view the sub-menu and Select Chart of Accounts Graph.

HelpFilesFinancialReportsChartOfAccountsGraphOptions

Chart of Accounts (Graph) - Options tab

 

Chart of Accounts (Graph) tabs - There are two tabs on the Chart of Accounts Graph dialog.
Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesAccountsButton

Select Accounts - Click the Accounts button to open the Select Account(s) dialog.

 

HelpFilesFinancialReportsChartOfAccountsGraphSelectAccountsDialog

Select Account(s) Limit 5! dialog

 

Selected - Check the Selected box(es) of each General Ledger Account that is to be included in the Chart.
oA Maximum of 5 accounts may be chosen.
Description - The Account Number and Description of the available General Ledger Accounts.
OK - Click the OK ü button when all the required selections have been made.
Selected Accounts - The box displaying the Account Numbers that were chosen for this report.

 

HelpFilesSelectedAccounts

Clear - Click the Clear button to remove the Selected Accounts and re-enter new General Ledger Accounts.
Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print this Chart of Accounts (Graph) report.

 

The Preview tab presents the report which resulted from the Options you've selected.
Up Arrow/Down Arrow - hi - Not in use.
Page Up/Page Down - Not in use.

 

HelpFilesFinancialReportsChartOfAccountsGraphPreview

Chart of Accounts (Graph) Preview

Arrows - Not in use.
Number - Indicates the page number you are viewing.
Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.
Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).
Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.
Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.
Print - Click the Print button HelpFilesPrintIconto Print the displayed Chart of Accounts (Graph).
Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.