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. MAdate 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.