all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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On Balance Sheet Groupings: Use Category: unchangeable (required) - Assets - Liabilities - Equity Use Groups: allow dynamic naming (required) Defaults: (instead of creating all of these maybe just provide a special help file with the values) - Assets: o Cash o Bank Account(s) o Accounts Receivable o Other Current Assets o Fixed Assets o Other Assets o Accumulated Depreciation - Liabilities: o Accounts Payable o Other Current Liabilities o Long Term Liabilities - Equity o Capital o Other Equity Allow for an optional sub group: allow dynamic naming this is not required but may be used. I will need to create a system wide blank value or hidden sub group. (optional) Show B.S. report in the following levels: (same as P&L) 1. Quick look only (basic) 2. Show main groups (small) 3. Show main and sub groups (medium) 4. Show everything fully expanded (large) |