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Table Of Contents

Introduction
What’s in this manual
Symbols and conventions
Resources available from the Help menu
Send us your documentation comments
Part 1:Overview
Chapter 1:Overview and setup
Overview of Advanced Financial Analysis
Setting up Advanced Financial Analysis
Modifying a financial statement
Chapter 2:Advanced Financial Report Layout window
Advanced Financial Report Layout window components
Advanced Financial Report Layout tool palette
Advanced Financial Report Layout Extras menu
Part 2:Report definition
Chapter 3:Financial statements and reports
Copying existing financial statements
Report design
Creating a new report
Modifying reports
To modify an existing report:
Chapter 4:Headers and footers
Defining header and footer areas
Modifying text in headers and footers
To modify text in headers and footers:
Header and footer printed appearance
Chapter 5:Columns
Overview of column types
Space column
Account column
Description column
Period range column
Year-to-date column
Variable Year-to-Date column
User-defined calculation column
Text column
Entering column information
To enter column information:
Column headers
Wildcard characters in segment restrictions
Chapter 6:Rows
Overview of row types
Space row
Account range row or beginning balance row
Account category or beginning balance category row
Total row
Rounding difference row
Net profit row
Prior period adjustment row
Header row
Single or double underline row
Page break row
Entering row information
To enter row information:
Using wildcard characters in a row
Marking rows for rollups
Chapter 7:Calculations
Columns in calculations
Rows in calculations
Constants in calculations
Unit accounts in calculations
Combined calculations
Entering calculations
Chapter 8:Formats
Row and column formats
Description column format
Chapter 9:Customization
Inserting and removing columns or rows
Copying and pasting report information
Hiding and displaying columns
Resizing columns, rows, headers, or footers
Changing alignment, font, and style
Part 3:Reports
Chapter 10:Summaries of report types
Balance Sheet
Profit and Loss Statement
Statement of Retained Earnings
Statement of Cash Flows
Other report types
Printing financial statements and reports
Chapter 11:Balance Sheet
Balance Sheet with rollups
Historical Balance Sheet
Chapter 12:Profit and Loss Statement
Departmental Profit and Loss Statement with Employee Calculation
Quarterly Profit and Loss Statement with Future Quarter
Chapter 13:Retained Earnings and Cash Flows
Historical Statement of Retained Earnings
Monthly Statement of Cash Flows
Chapter 14:Other reports
Itemized Fixed Assets Schedule
Sales per Employee
Index
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Advanced Financial Analysis

Advanced Financial Analysis

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Published by Johan Castillo

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Published by: Johan Castillo on Mar 19, 2012
Copyright:Attribution Non-commercial

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05/13/2014

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