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Monday, 1 July 2013

Peachtree Financial Reports

Reports
Reports section is used to see company’s financial statements and other reports, these reports are given below to check repots you have to go to reports and then click on the related report that you want to see.
The above picture shows the heads of reports if you want to see subsidiary report you have to click the head report then subsidiary reports window will appears and on left side the heads reports again shows. This explanation is given below.
When you double click on the selected report the following window will popup and ask from you for what period you want to see your report as given below

When you select the period and report specification that you want to see the report will show as below
Here the above you can see the balance sheet report you can also change the report’s font header or names that you want, for this you have to click on the design button above the as shows on the balance sheet. When you click on the design button the following window will appear


You can change that you want suppose want to change company’s name then I should select the first header or double click the “$(company) $” area. When you double click the header or “$(company)$” area the following window will appear to change
Suppose I changed it as “Hussnain-Ali” and click ok button then the company’s name will change to this phrase.
You can easily see the below when I changed name as “Hussnain-ALI” This will shows on the top of the balance sheet because I selected the first “Header” button for changing.
Next step is, how to save this balance sheet with modified name. When you click on the save button the following window will appear
Here you can change your modified balance sheet or overwrite the standard balance sheet. When you modified the balance sheet with different name this will shows in financial sheet subsidiary reports list with new name that you modified. You can see the above explanation below.
You can also extract any report in Microsoft excel. To convert report on excel you should click on the “Excel” button that above shows. When you click on the excel button the following window will appear that show message to select period for which you want to extract you financial report.
When you select the period the final window for extracting will appear that ask you that either you want to convert report in new Microsoft workbook sheet or add in existing workbook. Select your workbook option and then click on ok button as the below image shows.