Financial Report Line Generation

This form is available to customers who were on a version before version 10, even if they are now on version 10 or beyond. If you were a new customer beginning with version 10, this form is not available.

Use this form to access existing accounts from the chart of accounts and place them into a financial report. The system automatically creates the report lines.

For example, to list all asset accounts on the report, use this activity to select the accounts to generate report lines for. These accounts are automatically placed on the report, eliminating the need to manually enter each account.