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Report

Print quarterly reports from an annual client

For example, you want to print a report for the 2nd quarter from an annual client. It's necessary to move back to the 1st quarter before moving to the 2nd quarter and printing the report.
  1. In your open client, select
    File
    ,
    Client Properties
     and mark
    Quarterly
    .
  2. Select
    OK
     to close the
    Client Properties
     window.
  3. Select
    File
    ,
    Select Period to Process
     and select the ending date of the 1st quarter.
  4. Select
    Move to Selected Period
    .
  5. Select
    File
    ,
    Select Period to Process
     and select the ending date of the 2nd quarter.
  6. Select
    Move to Selected Period
    .
  7. Select
    File
    ,
    Print
     and select the report you want to print and print or preview the report. The report will be for the date range of the 2nd quarter (4/1 – 6/30 in a calendar year end client).
To change your client's processing period back to annual, select
File
,
Client Properties
 and mark the
Annual
 option.

From the beginning of the year to the end of the 2nd quarter

To print a report that is from the beginning of the year to the end of the 2nd quarter (1/1 – 6/30 in a calendar year client) follow these steps.
  1. In your open client, select
    File
    ,
    Client Properties
     and mark
    Quarterly
    .
  2. Select
    OK
     to close the
    Client Properties
     window.
  3. Select
    File
    ,
    Select Period to Process
    , then select the ending date of the 1st quarter.
  4. Select
    Move to Selected Period
    .
  5. Select
    File
    ,
    Select Period to Process
    , then select the ending date of the 2nd quarter.
  6. Select
    Move to Selected Period
    .
  7. Select
    File
    ,
    Print
     and select the report you want to print and print or preview the report. The report will be for the date range of the 2nd quarter (4/1 – 6/30 in a calendar year end client).
  8. Select
    Options
     and open the
    Asset Detail
     tab.
  9. Select the
    Make the Current Depreciation
     column equal to the year-to-date depreciation field.
  10. Select
    Print
     or
    Preview
    .
To change your client's processing period back to annual, select
File
,
Client Properties
 and mark the
Annual
 option.

This article applies to:

  • Product: Fixed Assets CS

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