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  • To create a new Account schedule: type Accounts Schedules Financial Reports 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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  • Fill in Name, Description and Default Column Layout Row Definition

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

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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 SetupDefinition in the Process action group.

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

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  • Financial Report.

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  • Fill in the rows with accounts you want to group, they are listed in the chart of accounts

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  • Example of completed Account Schedule Financial report for Cashflow

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

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  • On the top row, you can choose if you want to print it or save it to your computer

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