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