You can create customiz able report sets that are automatically run and archived when you close a period and close a year, to provide consistent reporting and archiving.
The Close Period Report Set contains information for the period selected. The Close Year Report Set contains information for the year to date, up to the specified period.
Note: You can select the Auto-Archive options on the Firm Options screen to enable automatic archiving of report sets for closed periods or years. In addition, you can select the automatic email options on the Company Preferences screen to automatically email reports for closed periods and closed years to clients.
To set up and run report sets:
1. Select Report Sets from the Reports menu to open the Report Sets screen.
The screen lists the Close Period Set and the Close Year Set in the panel on the left.
2. Expand the target set to view the included reports and click Build Sets to add reports to an existing set.
The Build Report Sets dialog appears.
3. Select the set to build from the Select Set drop-down list and use the check boxes to specify the reports to include in the set.
Note: Some selections are enabled by default.
4. Click Save to create the set.
The Build Report Set dialog closes and you are returned to the Report Sets screen.
5. Select the period for your report set from the Period Ending drop-down list.
6. Select the report set to use.
7. Click PDF to generate PDF files for the reports in the set.
8. Click Archive to create a record of the closed period or year, and save the reports to Cloud Cabinet for archiving purposes or to share with staff or clients.
Note: You can enable automatic archiving from the Firm Options screen. In addition, you can enable automatic emailing of closed year or closed period reports to clients from the Preferences tab of the Company Setup screen.