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Flexible financial statement setup with filtering

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After a few years, as company needs change, new General Ledger accounts are added – and eventually the accounts in the Chart of Accounts may not always be set up in the order you’d like to see them on financial statements.

With TRAVERSE 11, it is easy to select which GL accounts belong where on your statements with the use of ‘filtering’ in the TRAVERSE Contents setup section.   In the detail screen for a row in the Contents,  simply select multiple filter records and enter accounts that are not consecutive. You can choose from many filtering options such as “Is Between”, “Contains”, “Does not Contain”, etc.

Setting up financial statements for non-consecutive GG Accountnumbers

About Lillian Aaron

Lillian Aaron is inspired by small and mid-sized businesses. She understands the challenges they face and the tenacity required to build strong, growing organizations. Since 1983, Lillian has worked with businesses as a business process consultant helping them implement and support leading-edge products that drive efficiency and profitability for diverse clients. Her friendly, one-on-one consulting style helps business owners and managers feel at ease when adopting and learning new technology systems.

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