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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.