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.
- In your open client, selectFile,Client Propertiesand markQuarterly.
- SelectOKto close theClient Propertieswindow.
- SelectFile,Select Period to Processand select the ending date of the 1st quarter.
- SelectMove to Selected Period.
- SelectFile,Select Period to Processand select the ending date of the 2nd quarter.
- SelectMove to Selected Period.
- SelectFile,Printand 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.
- In your open client, selectFile,Client Propertiesand markQuarterly.
- SelectOKto close theClient Propertieswindow.
- SelectFile,Select Period to Process, then select the ending date of the 1st quarter.
- SelectMove to Selected Period.
- SelectFile,Select Period to Process, then select the ending date of the 2nd quarter.
- SelectMove to Selected Period.
- SelectFile,Printand 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).
- SelectOptionsand open theAsset Detailtab.
- Select theMake the Current Depreciationcolumn equal to the year-to-date depreciation field.
- SelectPrintorPreview.
To change your client's processing period back to annual, select
File
, Client Properties
and mark the Annual
option.