Finance Reports

Introduction

The Finance Reports are reports that are derived from events and happenings in the Finance module. An elaborate list of 11 reports is available for you to choose from.

Searching for a Finance Report

You can enter key words in the space provided below the heading of the page Finance Reports and press Enter. The search results will display according to the key words entered.

Generating a Finance Report

The method used to generate 11 different Finance Reports is the same, and the steps are the same.

To generate a Finance Report, do the following:

NOTE  Focus on the highlighted areas of the image below as you read through the steps.

  1. In the Finance Reports page, click the name of the report that you want to view. For example, if you want to view Accounts Past Due Report, click the name Accounts Past Due in the list. You will be presented with a Report Filters screen in a new window.

  2. Click the particular field on the left that you want to add and then click the right arrow next to it.

  3. Click as many fields as you want. The fields will be added to the section on the right.

  4. You can move the fields up and down using the arrow icons on the right. You can also delete a field by using the x icon.

  5. Use the additional filters that are at the bottom of the section on the right.

  6. Click OK. The generated report will be displayed in the same window.