Period-end tasks

To print a balance sheet or P&L for budget analysis

The Index to Reports window should be displayed.

  1. Select the Accounts tab to display a scrolling list of reports that are associated with the Accounts Command Centre.


  2. Highlight the Balance Sheet (Budget Analysis) selection.


  3. Click the Customise button; the Report Customisation window appears. Select the financial year you want to the report to display - the current or next year. Check to be sure that the correct month has been selected for the report; also be sure that level 4 is selected, so you can see comparison information for all the accounts in your accounts list.


  4. Click OK to redisplay the Index to Reports window.


  5. Choose the Print button.


  6. Repeat the process from step 1 for the Profit & Loss (Budget Analysis) report.


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