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Report

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.
  1. In your open client, select
    File
    ,
    Client Properties
     and mark
    Monthly
    .
  2. Select
    OK
     to close the
    Client Properties
     window.
  3. Select
    File
    ,
    Select Period to Process
     and select the period for January.
  4. Select
    Move to Selected Period
    .
  5. Select
    File
    ,
    Select Period to Process
     and select the period for May.
  6. Select
    Move to Selected Period
    .
  7. Select
    File
    ,
    Print
     and select the report you want to print.
  8. Select
    Options
     and open the
    Asset Detail
     tab.
  9. Mark the
    Make the Current Depreciation column equal to the year-to-date depreciation
     field.
  10. Select
    Print
     or
    Preview
    .
    note
    To change your client's processing period back to annual, select
    File
    ,
    Client Properties
     and mark the
    Annual
     option.
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.

This article applies to:

  • Product: Fixed Assets CS

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