Advanced Techniques: Get A Fresh Look at Your Financial Statements in General Ledger™LOGAN TRAVIS

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Agenda

• Review the purpose and setup of the Visual Chart Organizer (VCO)

• Discuss account attributes and their purpose in VCOs• Create an income statement with formula columns• Discuss sort options for a financial statement

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What Does a Visual Chart Organizer (VCO) Do?

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What Does a VCO Do?

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What Else Does a VCO Do?

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How to Create a VCO

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Ways to Create a VCO

• Account code ranges

• Advanced filters

• Advanced filters using account attributes

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Advanced Filters

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Demonstration

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Additional Ways to Format a Report

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Income Statement Columns

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Income Statement Formatting

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Variations on Our Financial Statement• Change the VCO for new groupings

• Change the levels for more/less detail

• Adjust the columns for different data

• And more…

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Summary• Review the purpose and setup of Visual Chart Organizer

• Create chart templates that determine the accounts to include in your financial statements and how the financial statements look

• Discuss account attributes and their purpose in VCOs• Attributes are organization specific fields which can be used in grouping

accounts through the VCO• Create an income statement with formula columns

• On the Columns tab of financial statements, you can define the information included in each column of the report

• Discuss sort options for financial statements• Under the Sort area of the Format tab, you can select from a number of

options to customize the sort order and grouping of your financial statements

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Steps to Create a Financial Statement

1 On the navigation bar, click Reports.

2 On the Reports page, click Financial Statements.

3 Select a report, and then click New.

4 Select or create a Visual Chart Organizer.

5 On the Columns tab, configure the report columns.

6 On the Format tab, click Sort.

7 Select the report formatting options.

8 Define additional report options as needed.

9 On the File menu, click Save.

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