Print reports for a monthly period
For example, you want to print a report from January to May for an annual client. It's necessary to move back to the January period before moving to May, and printing the report. The general principle is that it's necessary to first move to the 1st month of the year (January or the 1st month of a fiscal year), before moving to the month for which the report is needed.
Follow these steps to print or preview the report.
- In your open client, selectFile,Client Propertiesand markMonthly.
- SelectOKto close theClient Propertieswindow.
- SelectFile,Select Period to Processand select the period for January.
- SelectMove to Selected Period.
- SelectFile,Select Period to Processand select the period for May.
- SelectMove to Selected Period.
- SelectFile,Printand select the report you want to print.
- SelectOptionsand open theAsset Detailtab.
- Mark theMake the Current Depreciation column equal to the year-to-date depreciationfield.
- SelectPrintorPreview.noteTo change your client's processing period back to annual, selectFile,Client Propertiesand mark theAnnualoption.
Support Reps – it is necessary to move to the 1st month of the period to reset the YTD depreciation field. This is because the application doesn’t recalculate YTD depreciation once an asset becomes fully depreciated. For example, consider an asset that becomes fully depreciated in June of the current year. Once the YTD field contains the final amount of depreciation for an asset, it is not recalculated when you move back to a previous month. For other assets the YTD is recalculated when you move back to a previous month, but for assets that are becoming fully depreciated in the current year this is not the case. The YTD field only properly recalculates by moving back to the 1st month of the period for these assets. You can then move (you don’t need to close) directly to the month for which the report is needed.
