Custom Report Formats - GL Accounts
When the report has all of the Categories you require, you're ready to start binding in the General Ledger (GL) Accounts.
To do this, check the GL's you'd like to bind to a Category, click the Category in the middle pane, and then click "Add".
The Accounts will be removed from the GL Account pane and be added to the Category pane. (This may take a few seconds).
Use the Search Bar to find specific account codes, names, or P&L groups
If you need to remove one or more GL Accounts, simply reverse this process - select the GLs from the Category pane, and click "Remove"
Congratulations, you're ready to start viewing your Monthly Forecasts
using this report!
Need more information?
Custom Report Formats - Reports and Categories
New report formats can be created by clicking the Add button in the Custom Report Formats section. These reports can be fresh (with no categories) or use one of the Plus Software designed Templates which come with some categories pre-populated. Once ...
Custom Report Formats - An Overview
The Custom Report Format builder is where a user can set up Reports for the Monthly Forecasts. A Report is a hierarchy of ordered Categories, which can contain other categories and so on, and can also contain General Ledger accounts. Each of the ...
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Report: Outstanding Invoices
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