Exploring Practice-Wide Report Templates
Report templates are designed to give an accounting practice a firm-wide report template across its clients. Think about the industry vertical or the franchise you are supporting; having a template report will save you time and give you and your client consistency in their reporting. In this chapter, we will discuss how to set up, edit, and use a report template and learn how to utilize report codes to map an existing client to a report template.
In this chapter, we’re going to cover the following main topics:
- Building a report template specifically for the practice and their client’s needs
- Mapping the chart of accounts to the report codes
- Producing a report for each client using the template
