Setting Up Account Schedules with Overviews

You can use an account schedule to create a statement comparing G/L figures and G/L budget figures.

To Set Up Account Schedules with Overviews:

  1. Open the Account Schedule window.

  2. In the Name field, click the AssistButton to see the Account Schedule Names window.

  3. Select DEFAULT, and then click OK. Click somewhere in the window to update the information.

  4. Click Functions, Insert Accounts.

  5. Select the accounts you want to include in your statement, and then click OK. The accounts are now inserted into your account schedule. If you want to, you can change the column layout.

  6. Click Acc. Schedule, Overview. Click the Options tab and in the Show Error field select the option Division by Zero.

  7. Press Shift F7 to view the FlowFilter window. Set the budget filter to the desired filter name. Click OK.

  8. Click the General tab in the Acc. Schedule Overview window.

Now you can copy and paste your budget statement into a spreadsheet. To do this, click the upper left corner of the table in the Acc. Schedule Overview window. Press Ctrl C to copy the information onto the clipboard so that it is ready to be pasted into a spreadsheet.

Related Topics

Assigning Predefined Column Layouts to Account Schedules

Creating New Account Schedules

Setting Up Account Schedule Columns Manually

Setting Up Account Schedule Rows Manually

Changing Column Layouts in Account Schedules