Advanced Techniques: A Fresh Look at Your General Ledger Financial Statements
Download as PPTX, PDF0 likes825 views
The document outlines advanced techniques for analyzing financial statements using the Visual Chart Organizer (VCO) in a session at BBCon. It explains the setup and purpose of VCOs, creating income statements, and the use of account attributes for customization. Additionally, it provides a step-by-step guide on how to create and format financial statements using the VCO.
Advanced Techniques: A Fresh Look at Your General Ledger Financial Statements
- 1. Advanced Techniques: Get A Fresh Look at Your Financial Statements in General Ledger™ LOGAN TRAVIS
- 2. Tweet this now #bbcon #LearnLab #FE #LoganTravis 2 #bbcon
- 3. Agenda • Review the purpose and setup of the Visual Chart Organizer (VCO) • Discuss account attributes and their purpose in VCOs • Create an income statement with formula columns • Discuss sort options for a financial statement 3 #bbcon
- 4. What Does a Visual Chart Organizer (VCO) Do? 4 #bbcon
- 5. What Does a VCO Do? 5 #bbcon
- 6. What Else Does a VCO Do? 6 #bbcon
- 7. How to Create a VCO 7 #bbcon
- 8. Ways to Create a VCO • Account code ranges • Advanced filters • Advanced filters using account attributes 8 #bbcon
- 9. Advanced Filters 9 #bbcon
- 11. Additional Ways to Format a Report 11 #bbcon
- 12. Income Statement Columns 12 #bbcon
- 13. Income Statement Formatting 13 #bbcon
- 14. Variations on Our Financial Statement • Change the VCO for new groupings • Change the levels for more/less detail • Adjust the columns for different data • And more… 14 #bbcon
- 15. Summary • Review the purpose and setup of Visual Chart Organizer • Create chart templates that determine the accounts to include in your financial statements and how the financial statements look • Discuss account attributes and their purpose in VCOs • Attributes are organization specific fields which can be used in grouping accounts through the VCO • Create an income statement with formula columns • On the Columns tab of financial statements, you can define the information included in each column of the report • Discuss sort options for financial statements • Under the Sort area of the Format tab, you can select from a number of options to customize the sort order and grouping of your financial statements 15 #bbcon
- 16. Steps to Create a Financial Statement 1 On the navigation bar, click Reports. 2 On the Reports page, click Financial Statements. 3 Select a report, and then click New. 4 Select or create a Visual Chart Organizer. 5 On the Columns tab, configure the report columns. 6 On the Format tab, click Sort. 7 Select the report formatting options. 8 Define additional report options as needed. 9 On the File menu, click Save. 16 #bbcon
- 17. Are you pumped up and ready to go? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 17 #bbcon
- 18. Training and Certification Make Your Daily Tasks Easier Execute Faster Increase Your Effectiveness Visit the Expo’s Training Booth 18 #bbcon
Editor's Notes
- #19: Mention exactly what attendees can win — BECAUSE THE GIVEAWAYS ARE SO AWESOME!!! Fabulous Gifts and Prizes! Free training A library of different industry books Scholarship, GoPro Cameras “Speak to Blackbaud experts with hands-on experience, browse training, build a training plan, register for certification, check email at our iPad kiosks, get refreshed at the candy bar, or record a video message in the photo booth!”