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Financial Reports

This Help File Page was last Modified on 07/14/2013

Financial Reports

This Help File Page was last Modified on 07/14/2013

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Financial Reports

This Help File Page was last Modified on 07/14/2013

Previous topic Next topic  
There are several Financial Reports - displayed as lists or graphs - which provide a specialized view of your General Ledger System data.
The detailed explanation of each of these specialized Financial Reports is available in its associated chapter listed below.
To access these Financial Reports 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 shown below.

 

HelpFilesFinancialReportsList

Financial Reports list

 

There are currently six specialized Financial Reports:
1.Chart of Accounts Graph - Graphs the closing Account Balance for (up to 5) selected General Ledger Accounts for a maximum of 5 years.
2.Chart of Accounts History - Lists the closing Account Balance and the Percentage Change from the previous year for General Ledger Accounts (for a maximum of 5 years), starting with a selected Year - with the ability to choose a specific Month within that Year - and then looking back from there - either Year over Year, or Month over Month.
3.Financial Summary - Graphs the Year-End General Ledger Account Balance for one selected General Ledger Group for a specified Year, or for up to a specified Date within the Current Year.
4.Income -vs- Expense - Graphs the Income and Expense totals by comparing the results of selected Years, or comparing a range of Months spanning one or more selected Years.
5.Net Worth - Graphs the Assets and Liabilities for a selected Date Range and displays the Company's Net Worth for each reported month.
6.Yearly Income Statement - The Yearly Income Statement provides a detailed Profit & Loss Statement for an entire (specified) calendar Year for All, or specifically selected set of (one or more) Department(s).