Preface
Guide Conventions
Who Should Use This Guide
Standard Features of the Client Financial Applications System
Overview of Standard Client Features
Panel
Fields in FAS
Keyboard
Lookups
Error Messages
Clear Invalid Field Entries
Implementation
Usage
Select Options
Sort Columns
Use a Mouse
Mouse Usage in FAS
Configure Your Mouse
Select Options
Select A Record
Sort Columns
Look Up Field Values
Filter Invoice Types
Use Client Access
Access and Exit Sceens and Menus
Accountability
Revisions
Recommendations for Changes
Technical Support
General Ledger
General Ledger Overview
The Accounting Cycle
Master File Maintenance
Master File Maintenance Overview
Work with General Ledger Numbers
Work with Beginning Balances
Work with Budget Amounts
Work with Transaction Allocation Accounts
Work with Period Allocation Accounts
Duplicate General Ledger Account Numbers
Work with General Ledger Combined Titles
Duplicate Alternative Budgets
Work with Formatted Statement Numbers
Duplicate Formatted Statement Numbers
Transaction Entry and Maintenance
Transaction Entry and Maintenance Overview
Transaction Entry and Maintenance
Daily Report Entry and Maintenance
Transaction Listing and General Ledger Posting
Transaction Listing and General Ledger Posting Overview
List All Unposted General Ledger Transactions
Post General Ledger Transactions
Post General Ledger Transactions and Close Period
End of Year Closing
HS Allocations - PR and AP Transactions
HS Allocation - Administrative Accounts
Reset Files
Edit Period Allocations
On-Line Inquiry
On-Line Inquiry Overview
GL Inquiry
Balance Sheet - Income Statement Inquiry
Build - Rebuild Inquiry Files
GL Account Inquiry
Financial Reporting
Financial Reporting Overview
Work with Configuration Reports
Income Statement
Income Statement - Combined
Income Statement - Formatted
Budget Statement
Budget Statement - Combined
Budget Statement - Formatted
Balance Sheet
Balance Sheet - Change in Condition
Balance Sheet - Formatted
More General Ledger Reporting Options
Previous Years Reporting Options
Combined Control Group Reporting
Check Reconciliation
Check Reconciliation Overview
Print Bank Reconciliation Reports
Enter - Update Checks and Deposits Cleared
Purge Cleared Checks and Deposits
Initiate Bank Reconciliation
Miscellaneous Accounts Receivable
Miscellaneous Accounts Receivable Overview
Enter - Update Customer Masters
Enter - Update Recurring Invoices
Print Recurring Invoices
Print Miscellaneous Statements
Print Open Receivables List
Appendix
Appendix Overview
Report Processing Control Overview
Change a Report Control Record
Change the Report Control Panel View
Copy a Report Control Record
Display a Report Control Record
Create a New Report Control Record
Report Processing Control Settings for General Ledger Reporting
Work with Spooled Files
Work with Spooled Files Overview
View a Spooled File
Hold a Spooled File
Release a Spooled File
Delete a Spooled File
The General Ledger Number
About the General Ledger Number
The Cost Center
Cost Center Examples
The Account Number
Chart of Accounts Example
Documentation Comment Form