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Exact Financials (v3)   
 

Finance Manual C/S - Creating a classification plan

Creating a classification plan

Overviews of financial information can be presented in a classified form. This means that the amounts of related accounts are balanced into one account and presented as such. To create these statements, you need to create a classification plan. See Classification plan.

A good classification plan helps you to satisfy legal requirements regarding the setup and method of publication of your annual statements.

It is important to create a draft classification plan on paper before you actually record the plan. Include all the general ledger accounts you want to use in sub-classifications. Then, include all sub-classifications in classifications.

See also:


Finance Manual C/S > Contents > Creating classifications, general ledger accounts and general ledger links > Creating a classification plan

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 Main Category: Support Product Know How  Document Type: Support - On-line help
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 06.840.336
 Assortment:  Date: 10-03-2005
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