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
In the Home tab, click on New
Fill in Name, Description and Default Column Layout
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.
Click on the dropdown next to the Name of Column Layout
On the Home tab click on New and fill in the Name and Description
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
Fill in the rows with accounts you want to group, they are listed in the chart of accounts
Example of completed Account Schedule for Cashflow
To print a completed account schedule, on the Home in the Report action group click on Print
Using a dropdown on the left side, you can choose if you want to print it or save it to your computer
