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Financial Reports Wizard

Financial Reports Wizard

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In the Financial reports settings, there is a wizard, which enables import and export of financial reports, copying and inserting lines, and checking formulas in the financial reports.

1. Copying lines

By clicking the Copy lines button, a window will open:

Financial report The person responsible enters the number of the financial report that they want to copy.
Mode
  • Add: adding data from the original financial report to the existing financial report.
  • Overwrite: rewriting the data with the original Financial report.

 

2. Importing and exporting the Financial report

Export Financial report – the financial report is exported from PANTHEON. The person responsible selects the financial report for export, and the pathway for export.

Import Financial report – the financial report is imported to PANTHEON.

3. Inserting lines

By clicking the Insert button, a new line is created.

4. Checking all formulas in financial report:

By clicking Check all formulas in financial report, a window will open:

If the person responsible clicks the Yes button, PANTHEON will check formulas in financial reports. If there is a mistake in any formula, the program returns a message:

The person responsible fixes the mistake and clicks Confirm.

Once the program checks all the formulas, it returns the following message:

 

RELATED TOPICS:

  Financial Statement Reports

  Financial Reports Register

 Using Financial Reports

 


 

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