Financial Report Maintenance

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Financial Report Maintenance

Overview

 

This application allows the user to view report types, lines per report, account ranges per line and the totals and sub totals.

 

Function

 

Report Types

 

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Report - select the report description by clicking on the picker.

 

The description as well as the link report will automatically be uploaded.

 

In order edit the given information click on

 

Once you have amended the necessary fields, click on

 

Once the report type has been selected, you will be able to view the lines per report, the account ranges per line and the totals.

 

The lines per the report will appear in the grid on the left, stating each line and the report description.

 

 

The account ranges per line will appear in the grid on the left.

 

You are able to edit these lines by clicking on

 

 

The totals for each report line will also appear in the grid on the left.

 

To edit these totals, click on

 

Once you have finalized the editing, click on

 

 

Click on in order to generate the lines, account ranges and totals for the selected report.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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