Copying existing general ledger finance reports

To copy an existing general ledger finance report to a new report:

1. Select Module > General Ledger > Finance Report Maintenance from the main menu.

   The Structure tab of the General Ledger Finance Report Maintenance window is displayed.

2. Select the report code to copy.

   

3. Select File > Copy from the main menu.

   The Finance Report Bulk Copy window is displayed.

   

4. In the To field, type in the name of the new general ledger finance report.
5. If required, select Also Copy G/L Code Details.

   This will duplicate the general ledger codes to the new finance report, as they exist on the original finance report.

6. Click .

   The Structure tab of the General Ledger Finance Report Maintenance window is redisplayed with the details of the new report.

7. Edit the details on the Structure tab as required. See General Ledger Finance Report Maintenance - Structure tab.
8. Click .

   A preview is displayed for the GENFR Finance Crystal Report, based on the currently selected finance report.

Last modified: 23/09/2014 4:23:57 PM

© 2015 Synergetic Management Systems. Published 6 May 2015.