Creating Custom Financial Statements using Sage Peachtree Business Intelligence (Currently Unavailable)
Date: Thursday, March 8, 2012
Instructor: Eric G. Hall
| Begin Time: |
9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
Every client wants a slightly different financial statement, don’t they? With Sage Peachtree you can create a template to use with multiple clients, schedule it to run unattended, and even email it, all with Sage Peachtree Business Intelligence. Experience this Microsoft Excel-based reporting tool built right into Sage Peachtree, and streamline your month-end and year-end financial reporting. We’ll provide a brief overview (not a sales pitch!) and detailed instructions to help you get started using the financial report design tool in Sage Peachtree Business Intelligence.
Who Should Attend
Practitioners who run financial statements for clients from Sage Peachtree.
Topics Covered
- An introduction to Sage Peachtree Business Intelligence
- Detailed instruction on how to use the Financial Statement Designer in Sage Peachtree Business Intelligence
Learning Objectives
- Learn to create customized financial statements one time and then use them for all your Sage Peachtree clients.
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Specialized Knowledge and Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None
