Monthly Forecasting
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 ...
Monthly Forecasting
The Monthly Forecast screen allow a user to forecast out on a monthly basis, using either the Plus Software pre-defined P&L Format, or one that is created custom by the user. Here's an explanation of what you can see and do on the Monthly Forecast ...
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 ...
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 ...