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Efficient Financial Reporting: How Presets Simplify Your Workflow
Presets store range settings for all report functions and translate functions.
- They eliminate the need to know your gen/sub structure
- They produce recurring reports quickly
- Use terminology familiar to your staff
- Design reports for operations (non-accounting) personnel
- Create special one-time reports
- Each user may create up to 99 presets for each function
- Copy presets from one user to another and from one company to another