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Financial Forms

Financial Forms [report]​

From the DockMaster menu, select General Ledger > Reports > Financial Forms

This routine is used to print pre-formatted financial forms. Due to the complex nature of these forms, the processing time could be extremely long depending on speed of your computer and the amount of data stored on your system. Each of these forms has a master template which contains numbered cells (boxes) where each account number from your chart of accounts must be assigned.

  • Enter a Financial Form or press F6 or click on List F6 from the Command Panel to list the valid Financial Form layouts.
  • Enter the Period Ending Date for this form. These forms are designed to be run for a specific month and show year-to-date figures up to the period ending date entered.
  • Check the Recalculate checkbox if you want to recalculate all figures before the form prints. Leave the box empty to simply reprint the form using the previously calculated figures. If you've already processed a period and are just reprinting, don't recalculate the form.
  • Press the Print button to process the form or press the Close button to exit the form.