TRAVERSE Global v11.1

Management Report Setup Overview

Before you use the Management Reports Setup functions, complete these tasks:

• Use the Setup and Maintenance functions to set up codes and IDs.
• Use the Master Lists and Interactive View functions to verify codes and IDs.
• Enter and post all applicable transactions.

Planning Financial Statements

Before you set up a financial statement, decide what you want to include - the kind of balance information, column layouts, calculations, and so on. You can design column layouts that show different companies, periods, or accounts segments details. You can also define a company for each column that references amounts in the chart of accounts. You can define a column to contain one company, all companies, one account segment, or a combination of these items. The companies must have identical account masks for side-by-side column layouts.

You can also Add Specific Financial Statements to the TRAVERSE Menu.