Working with Automatic Documents

How Do I?

• Creating an Automatic Document

Using Specific Automatic Documents

• Performing Analysis by amount or date

• Creating an outstanding debit/credit document
• Reconciling outstanding debit/credits

• Adding a Ratio to Ratio Analysis Document
• Calculating Ratios based on Shares
• Entering Ratio Classes
• Implementing Thresholds for Variance Analysis

• Setting up the sub leadsheet
• Creating supporting leadsheet
• Creating summary leadsheet

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• Automatic Documents Types

  This topic provides detailed information on the available types of automatic documents.

• Variance Analysis Thresholds

• Ratio Classes

Reference >>

• Automatic Document Formats and Settings

  Each automatic document has several settings that define its appearance. You can modify these settings to suit your needs.

• Threshold Defaults dialog

Use this dialog to specify the default amount and percentage change thresholds for all variance documents.

• Settings for Analytical Review involving shares dialog

Use this dialog to enter the market price per share and outstanding shares for ratios involving shares.

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• Manual Reconciliation Document

  Use this document to manually reconcile an account.

• Ratio Index

  This topic provides details on the all the available ratios that can be used in the Ratio analysis document.

• Ratio Class List