Generating a Financial Book
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From any IntelliDealer screen, click on the Financial Management tab.
The Financial Management Quick Links screen will appear.
Financial Management Quick Links screen
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From the General Ledger list, click the Financial Reporting link.
The Financial Reporting Runs screen will appear.
Financial Reporting Runs screen
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On the Financial Reporting Runs screen, click on the Books tab.
The Financial Books tab will appear.
Financial Books tab
Note:
Only financial reports that you have created and run will be listed on the Financial Book tab. -
Fill out the appropriate fields and click the Go >> link to search for the desired financial book.
The Financial Books tab will refresh listing the generated search results.
Financial Books tab
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Move the cursor over the Name and select Run from the pop-up menu.
Financial Books tab
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The Financial Book Run screen will appear.
Financial Book Run screen
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On the Financial Book Run screen, you can change the order the reports will appear in the financial book by manipulating the up and down arrows.
Report Parameters screen
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Enter the Printer that will generate the financial book.
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Enter the number of Copies you wish to create.
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Select whether or not to Duplex the pages of the financial book (print on double sided or single sided pages).
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Select the Generate Cover Page checkbox to have the system generate a cover page for your financial book.
The Line fields and Generate Table of Content fields will appear.
Report Parameters screen
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Enter any text you wish to appear on the cover page in the corresponding line.
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Select the Generate Table of Content checkbox. The system will generate a table of content for the financial book.
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Select or PDF to create a PDF version of the financial book.
Report Parameters screen
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Click the Print button to submit the report.