Please enable JS
Management Accounts

Generate new Management Accounts
Client Folder
Select 'New' from Management Accounts.

In the report dialogue box input : Start and Finish dates, Report type (Weekly/Monthly etc.)
Break out of reports by week/month etc. are calculated to period end on midnight Sunday
Select how to handle Year End journals.

Reports have top title tabs e.g. MA  date  to date (W/BW/M/Q/O)
Management Reports have 6 default pages each named in the bottom tabs : Front, Authorisation, P&L, Balance Sheet, Trial Balance, Debtors, KPI.  These form the basis of the Management Accounts and are editable and customisable.


Top menu bar
Management Accounts are also generated from the top menu bar : Report / Management Accounts Wizard.