Use this form to print the financial statement.

Example

On March 5, you have closed accounts for February and are ready to report accumulated figures for the first two month of this year to the management. The dynamic date interval, Current quarter, includes all transactions posted including March 5. However, you need the figures for the closed months of the quarter—a report that only includes transactions until February 28.

You could, of course, enter manually the date interval January 1 to February 28 in each report column, but if there are columns for current amounts, budget amounts, and perhaps even for several companies in the same report, this would be time-consuming. You might even enter a wrong date by mistake in one of the columns.

The solution is to enter February 28 in the End datefield. Then only postings in January and February will be included in the financial statement.

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Prepare batch processing on the Batch tab

Enter criteria on the General tab

Tabs

Tab	Description
Financial statement	Select the financial statement definition and dimension specifications for the report.
Columns	Select date intervals and view dimensions for the transaction columns in the grid.

Fields

Field	Description
Balance	Select a balance definition. The description is automatically completed.
End date	The end date replaces the last date of the date intervals. All dates used to define the columns of the financial statement, whether they have been changed by end date or not, can still be changed manually separately for each column directly on the Columnstab.
Global	Select global dimensions instead of dimensions per line.
Financial statement	Print a separate balance for each dimension.
Line	Print a line for each account dimension.
From	Type the account level from which the balance is specified.
To	Type the account level for which the balance is specified.
Department	If Globalis selected, select a department.
Cost center	If Globalis selected, select a cost center.
Purpose	If Globalis selected, select a purpose.
Name	The name of the column.
Date interval	Select a date interval code for the current column.
From date	The start date in the date interval for the current column.
To date	The end date in the date interval for the current column.
Department	View the department from the selected balance definition.
Cost center	View the cost center from the selected balance definition.
Purpose	View the purpose from the selected balance definition.

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