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Results for “reporting” — 20 results

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Adding currencies and updating exchange rates

Add new currencies to your system and keep exchange rates current for accurate multi-currency transactions.

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Revaluing foreign balances

Adjust the book value of your foreign currency balances to match current exchange rates.

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Setting the fiscal year start

Configure when your company's financial year begins for accounting and reporting.

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What is shared and what is separate between product lines

Learn which data is unified across product lines and which is kept separate.

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FAQ: FX Gain/Loss & Revaluation

Answers to common questions about foreign currency gains, losses, and revaluation.

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Filters and options in the Account Transfers & Account-to-Contact Movement report

Control which accounts and contacts appear in your transfer report output.

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Filters and options in the Contact Statement of Account report

Customize the statement to focus on the period and contact you need.

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Contacting support and reporting a problem

Report issues effectively so your support team can help you quickly.

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Step 3 — Accounting structure: required accounts

Review and confirm the chart of accounts created for your business type.

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Enabling multi-currency

Turn on multi-currency support for your business to work with multiple currencies.

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Setting up branches

Create separate business locations with their own inventory and accounting records.

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FAQ: Contact Statement of Account Report

Quick answers to questions about running and using the Contact Statement.

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Managing the lab test catalog and normal ranges

Add lab tests to your catalog and set their reference ranges so results can be interpreted correctly.

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FAQ: Managing the Chart

Answers to common questions about creating, organizing, and maintaining your chart of accounts.

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Accounts in foreign currencies

Create and manage bank and cash accounts that hold money in a foreign currency.

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Consolidated reporting across the holding

Generate company-wide reports that combine data from all product lines.

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FAQ: Currencies

Common questions about setting up and using multiple currencies in Usystems.

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FAQ: Product Lines & Holding

Quick answers to common questions about operating multiple product lines.

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Payment account, currency and rate at creation time

Choose how to pay and in what currency when you first create a cash purchase.

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Accountant: your first day

Get oriented: what an accountant does and the essential reports and reconciliations.