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Financial statements options
Choose options for financial statements
- Select a financial statement in Report Designer.
- SelectFile,Page Setup, then theReporttab.
- Change the options as needed.
note
Your modified options will be available in Report Designer and the
Print Reports
dialog. To use the modified options in Report Designer, go to File
, Print
, then Options;
or go to File
, then Print Reports
. Available options
- Header and footer: use the dropdown list to choose from print on every page, on the first page only, on all but the first page, or on the first page with alternate on subsequent pages.
- Date: Select the date type and specific date options to make them available in the dropdown list for the selected financial statement.noteDate types vary according to report type. For example, financial statements include only accounting dates.
- Accounting treatment:
- Mark theAccounting methodcheckbox to allow you to choose fromClient,Accrual, orCashaccounting basis for reports that include accounts payable and/or accounts receivable general ledger activity.
- Mark theBalance basischeckbox to allow you to choose from Adjusted, Report, Tax, and Other balance basis.
note- After you mark a checkbox, you can selectFile,Print, thenOptionsto choose from the new options you've enabled.
- You can go toSetup,Clients, then either theAccounts PayableorAccounts Receivabletabs to set up the accounting basis as the default for reports that use Client basis and reports that depend on a basis, but do not offer the accounting method options at print time.
- If you apply basis types in a report or financial statement in the Report Designer via the Design Tools frame, they arenotreplaced with the basis you select at print time.
- Filtering and sorting: Mark the checkboxes for the data sources to include.note
- Data sources vary based on the variables that are inserted on the selected report(except. For example, for a report that includes client variables, theBank Account, which is always available)Clientcheckbox is displayed.
- After you mark a checkbox, you can selectFile,Print, thenOptionsto choose from the new options you've enabled.
- Journal entry treatment: Mark the checkbox for thepayroll,accounts payable, and/oraccounts receivablejournal entry treatment options.noteAfter you mark a checkbox, you can selectFile,Print, thenOptionsto choose from the new options you've enabled.
- Implied type filtering: The options you choose here determine the default accounts (based on their type) that are included when you print the selected report.noteTo override some implied filtering options, selectFile,Print, thenOptionswhen you want to print.
- General ledger accounts — None: apply no default filtering and display all general ledger accounts.
- General ledger accounts — Non-memo accounts: show only non-memo type accounts
- Implied status filtering: The options you choose here determine the default transactions (based on their status) that will be included when you print the selected report.noteTo override some implied filtering options, selectFile,Print, thenOptionswhen you want to print.
- For transactions — None: show all transactions regardless of status.
- For transactions — Standard: show only standard, live transactions ( exclude voided and deleted transactions).
This article applies to:
- Product: Accounting CS
- Subject: Print, Reports