Reports/Forms Designer
Included in the Core System
WHAT IT DOES FOR YOU
The AccuFund Forms/Reports Designer provides
users with the capability to add and/or redesign reports
in the AccuFund Accounting Suite. Gone is the
frustration of working around "canned" reports and forms that never quite give you the information for
which you are looking, but is always split between
several reports. Each AccuFund component has
report and form templates that are specific to it.
AccuFund gives each organization the ability to
design check forms, purchase orders, receipts and
reports the way it wants them. With a limited
understanding of database and design concepts similar
to advanced features in your spreadsheet product, a
user can add and modify reports in each component of
the system.
HOW IT WORKS
AccuFund includes a number of default reports in
each component. Each of these has been created with the Forms/Reports Designer using a template. A
client uses the templates as a starting point. Each
template has a view into the database, giving the user
a list of fields and all the necessary links between the
tables in which the relevant data is stored. Some
accounting software vendors give you access
to the data through third party report writers,
but the user needs to define the relationships
between files. This is beyond many peoples'
level of commitment; they just want the
information, not to become a programmer.
The Forms/Report Designer is a graphical
tool, allowing fields to be picked off a list and dropped onto the page. Once on the form, each
field's properties can be defined to control font, size,
color, and other characteristics. Besides the fields;
lines, boxes, shading, and logos may be added to the
form. Some templates include multiple totaling capabilities, for instance a listing of checks cut subtotaled
by vendor and totaled for the report.
OTHER FEATURES
When running a report a series of filters are provided so
that date ranges, type of transaction, etc. can be filtered.
Besides the options when the report is run, each report can
also have a filter included in the report definition. Reports
may be copied and changed, allowing users to develop a set
of reports for specific needs instead of having to remember
all the filters to get a specific result.
For advanced users, virtual fields specific to a report can be created. In AccuFund these are called variables and can be
based on any fields that are available in the report template.
COMPONENT INTEGRATION
The Report/Forms Designer is available in all
AccuFund components to develop new reports and
modify the existing reports developed through the
designer. Integration of the designer within the
system makes it easier for the user to understand
the filed relationships in the system and allows
AccuFund to provide a better interface with more
report options for the user.
COMPONENT AVAILABILITY
The Report/Forms Designer is available with all integrated
and stand-alone components.
STANDARD TEMPLATES PROVIDED
Accounts Payable
A/P Check Report
A/P Check Document
A/P Document
A/P Register
A/P Preliminary Register
A/P Receiving Document
Client Activity Document
Accounts Receivable
A/R Report
A/R Invoice Document
Repeating A/R Document
Repeating A/R Activity
A/R Accounting Document General Ledger
General Ledger Account Activity Document
Payroll
P/R Check Document
P/R Employee Time Document
P/R Employee Accounting Document
P/R Preliminary Register
P/R Register
Purchasing
Purchasing Report
Purchase Order Document
Receiving Report
Receiving Document
Register
Bank Check Register Document
Bank Repeat Activity Report
Bank Repeat Activity Document
Inventory
Inventory Report
Inventory Activity Report
Inventory Activity Document
Issue Report
Issue Document
Sales Activity
Sales Activity Document
Cash Receipts
Receipts Report
Credits Report
Requisition Management
Requisitions Report
Requisition Activity
Requisition Document
Utility Billing
U/B Activity Report
U/B Customer Activity
U/B Meters Report
U/B Service Locations
U/B Statement
U/B Statement w/Activity
