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Help with Balance Sheet in Advanced Financial

Help with Balance Sheet in Advanced Financial

Help with Balance Sheet in Advanced Financial

We have had Great Plains Dynamics for about 8 months now and I figured out how to make my own Balance Sheet in Advanced Financial.  I have a few questions that I can't figure out.

1.  When I choose the type of Account Range and I type in a description, how come when I choose the report and pick summary the report will not print the description I typed in but it types in the description for the first account number?  I want it to print out what I typed in as description.

2.  I have a previous ytd column.  How do I tell it to pull the information form the previous year and input it here.  I have tried everything I could think of.  Is there a problem with this if all our information from 2002 was migrated from a different program?

Thank you for all your help.


RE: Help with Balance Sheet in Advanced Financial

I figured out question #2.  We did not migrate the information until October 2002 and that was why it was not showing up since I was asking it for Jan - Aug.

I do have another question though,  "How come when I choose total for a line I am unable to put a calculation formula there? (eg: line above X 15%)

Thank you!

RE: Help with Balance Sheet in Advanced Financial


You will need to be in Advanced Financial Report Layout to modify the information.

1) To get description in click on the row that you would like the description from. It will bring you to financial row definition screen. You will be able to modify description or default description here.

2)To change the reporting year. Click on the column format that you would like to change the reporting year.

Hope this help.

RE: Help with Balance Sheet in Advanced Financial

Triciata thank you for your reply.  However I did change the description on the financial row definition screen but when I print the report it does not print what I typed in as the description but it types in the given description for the account range I choose.  (eg:  we have have 5 offices and want to keep all the financial information in separate accounts so we have account 1000-100-00 set up as Sales-BUFFALO, we then have account 1000-210-00 set up as Sales-ERIE, etc for the rest of the branches.  The problem is when I print the Balance Sheet or the Income Statement and I choose Summary it prints the description for the first account (eg: Sales-BUFFALO) and not the description (Sales) I typed in for that line in the Financial Row Definition Screen.  That is my problem.

RE: Help with Balance Sheet in Advanced Financial


In Great Plains in the Financial Statement Report Options screen there is a section for description. It depends on which selection you choose. Options: First Account description or Category/Row.

You might also want to try running detail w/rollups.

Another recommedation is using FRx for financial reporting.

Hope this help.

RE: Help with Balance Sheet in Advanced Financial

Thank you for your help...it did the trick.

I still need  info on how to put a calculation in a specific row.  (eg: Benefits x 15%)

Any info on this?  I know I can do it for a column, but I don't want a column I just need it for 1 or 2 rows of the report.


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