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  • In the Home tab, click on New

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  • Fill in Name, Description and Default Column Layout

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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 Process action group click on Edit Column Setup.

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Click on dropdown next to the Name of Column Layout

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On the Home tab click on New and fill in the Name and Description

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

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  • To continue in Account Schedules setting navigate back to Account Schedule Names. On the Home tab, in 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 flow

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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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  • Using a dropdown on the left side, you can choose if you want to print it or save it to your computer

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