- Reports
Mike or Penny Novack
mpnovack at mtdata.com
Sun Nov 13 10:16:53 EST 2016
On 11/13/2016 2:57 AM, Owen Carlton wrote:
> Hello,
>
> A question about Reports.
>
> Is it possible to Customize Reports for Balance Sheet and Profit & Loss, to
> show two columns ( Current Month and Months to Date )
>
>
> Regards
>
> Owen Carlton
Confusing question. WHAT do you mean by "months to date" for a Balance
Sheet report. A Balance Sheet is for a specific date, not a time
interval << you might have meant "Balance Sheet at the end of this
month" vs "Balance Sheet at the end of last month" >>
But I will now tell you what I was advised by an experienced accountant
when I asked if I should write customized reports to do this. Because in
my case, an experienced professional and could get by in LISP (scheme is
a LISP dialect). He said, don't bother Mike. Just produce the four
reports (needed to prepare the formal annual report) and export them.
Balance Sheets for the end of last period and this period and Revenue
Statements (what a non-profit calls P&L) for last period and this one.
Then we bring these into a document which we can edit using our favorite
general purpose editor. He said that any experienced accountant would do
it that way because the final report is going to have both fixed text <<
stating things like the principles used >> plus annotations for all the
items that will appear unusual. If going to have to edit it anyway,
might as well do all of it using a powerful, general purpose editor.
Michael D Novack
PS: This also allows cleaning up the reports, not showing those zero
balances that are not relevant for THIS report but you would want those
accounts to stay in the books.
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