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Introduction

The Reporting module allows the operator to manage budget reclassifications, both on general accounting data and on analytical accounting data by cost center. In addition to reports, there is a powerful procedure for comparing the processed reclassifications, both on general data and on management accounting data, allowing the comparison of different analysis areas and periods (months or weeks depending on the initial configuration). The module is available in the Controlling area and reads source data processed in the Mid-year closure or in the Management Records: this second option is available only for companies that have activated and configured Controlling.

Getting Started​

Reclassification Patterns

  • define the Reclassification Types, if not already present from Fast Start
  • verify the completeness of the Reclassification Patterns pre-loaded from Fast Start, compared to any custom codes at the Chart of Accounts level
  • insert a new Reclassification Pattern

Reclassifications

  • create the database via an Mid-Year Accounts Closures
  • insert the new Reclassification

Comparisons

  • value a Reclassification Pattern
  • create a set of Reclassifications
  • create a new Comparison