Financial Statement Settings

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

 

You can create and save one or more report settings for the balance sheet and income statement. Creating your own settings lets you control what information is displayed on these documents. It also makes generating financials easier, because you don’t have to remember which options to use every time you print them.

You can create and save a variety of report settings for the income statement and balance sheet.

To create your own financial statement settings

1. Select General Ledger > Reports. The Report List opens with the GL tab selected.
2. Select one of the following reports and click Launch. The Report Options screen opens.

Balance Sheet

Income Statement

3. Click New.
4. Type a name for the setting and click OK.
5. Select or clear the report setting check boxes as needed.
6. Click Save. A confirmation message appears.
7. Click Yes. The name of the new setting is displayed in the Current Selection field.
Note: If you want to use the new setting as the default setting, click Open. Then select the new setting and click Default.
Warning: If you click Reset on the Memorized Selections screen, the original settings for the income statement and balance sheet will replace the default setting that you’ve just created.
8. Continue generating the report as usual.

If you want to exclude a report setting from the list of memorized settings, make it inactive.

To make a report setting inactive

1. Select General Ledger > Reports. The Report List opens with the GL tab selected.with the GL tab selected.
2. Select one of the following and click Launch. The Report Options screen opens

Balance Sheet

Income Statement

3. Click Open. The Memorized Selections screen appears.
4. Click the setting that you want to make inactive and click Inactivate.
Note: Once you make a setting inactive, it cannot be made active again. To view settings that are no longer active, clear the Active check box. If you want to use one of the inactive settings for generating a report, select its name and click Select.
5. Close the Memorized Selections screen.