Monthly Accounts Summary

The Monthly summary displays a grid of the the used accounts on the left, and the months of the year at the top of the columns.

Select the report year by clicking the up and down spinners next to the displayed year.

Click the radio button to indicate if the Monthly Payments or Monthly Deposits should be included in the report.

Click the Create Summary button to display the information on the grid, and to create the report which can be viewed by clicking the View Print Out tab.

If the left mouse button is clicked on a grid cell containing a value greater than 0.00, a pop-up grid with the date, check number, description, amount, and memo used to determine the cell value is displayed. Click the red X in the upper-right corner to remove the pop-up grid.

This report can be printed by clicking the Print Summary button on this page or on the View Print Out page. The company name and address entered on the SetUp Menu - Common Settings is included at the top of the report. The footer of the report will include the date the report was printed, and the page number of the printing. You can also add information to the completed report before printing, just like you were using a word processor. Because this report has many columns, the report is printed landscape (rotated 90 degrees) automatically by the software. You can also change column widths using the mouse cursor.