|
Marketing; Training & Design Subject: Sales Tip!!!
(GL) Did you know you can set up Cougar Mountain so that
you can run reports = for only the division(s)/department(s) you're interested in?
To learn = more, read on... =20 Here's the scenario: You
need to run reports on the income and expenses for your particular = department within
your company. The General Ledger accounts have been = set up in such a way that the income
accounts begin with 4, expense = accounts begin with a 5, and all the accounts for your
department end in = '.01.' Set up a GL Advanced Filter Code of '4*.01' and call it 'INC1'
= and another filter code of '5*.01', and call it 'EXP1.'=20 =20 When it's time to run the
reports, simply select the GL report you want = to run, check the 'Use Advanced Filter'
checkbox, and select the 'DPT1' = or the 'INC1' filter. The system will pull out only the
activity in the = income (accounts starting with '4') and expense (accounts starting with
= '5') accounts, but only for your particular department. You can use this = filtering
feature to track many different kinds of account activity. = Asterisks (*) are wildcards
for multiple characters, and question marks = (?) are wildcards for single characters. =20
For more information, see us in T&D! =20 Lorian Lorian Gans Product Champion Cougar
Mountain Software Did you know you can set up Cougar
Mountain = so that you=20 can run reports for only the division(s)/department(s)
you're = interested=20 in? To learn more, read on...
Here's the scenario:
You need to run reports on
the income and = expenses for=20 your particular department within your company. The
General Ledger = accounts have=20 been set up in such a way that the income accounts begin
with 4, expense = accounts begin with a 5, and all the accounts for your department end in
= '.01.' Set up a GL Advanced Filter Code of '4*.01' and call it = 'INC1' and=20
another filter code of '5*.01', and call it 'EXP1.'
When it's time to run the
reports, simply = select the GL=20 report you want to run, check the 'Use Advanced Filter'
checkbox, and = select the=20 'DPT1' or the 'INC1' filter. The system will pull out
only the = activity in=20 the income (accounts starting with '4') and expense
(accounts starting = with '5')=20 accounts, but only for your particular department. You
can use this = filtering=20 feature to track many different kinds of account activity.
Asterisks (*) = are=20 wildcards for multiple characters, and question marks (?) are
wildcards = for=20 single characters.
For more information, see us
in=20 T&D!
Lorian
Lorian Gans
Product Champion
Cougar Mountain = Software
|