Overview

This document helps you understand how to create and use Accounts Schedules. They are used to arrange listed accounts in the chart of accounts into groups that provide information to company management. You can use these arranged groups of accounts for analysis of your business such as cash flow, profit calculation, the profitability of departments etc.

Account Schedules

• To create a new Account schedule: type Accounts Schedules in the Search Box and click on the related link

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• In the Home tab, click on New

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If there is no predefined Column Layout or if you want to create a new one, on the Home tab in the Process action group click on Edit Column Setup.

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Click on the dropdown next to the Name of Column Layout

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To edit information choose the Column Layout you want to edit and click on Edit Column Layout Setup in the Process action group.

• To continue in the Account Schedules setting navigate back to Account Schedule Names. On the Home tab, in the Process action group click on Edit Account Schedule to start defining rows of Account Schedule

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• Example of completed Account Schedule for Cash flowCashflow

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• To print a completed account schedule, on the Home in the Report action group click on Print

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