Thanks for your feedback, it helps us improve the site. For information, see Printing Screens and Files. A general 3-step process is presented in the Setup Overview help topic, which then focuses on the second general step: I have an add-in that I use on a fairly regular basis from a third party. Multi-Currency Reporting provides more information about this capability. 
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Compeat eXcellent Financial Functions - Should I Remove It?
If you want to discuss this at all, I would be more than happy to. How satisfied are you with this response? Compeat Advantage has the ability to report in U. This site in other languages x. Hi Dylan, I'm working with a company with a similar situation. There are a few initial configurations that comeat to be made in order to use this functionality.
Before you begin creating your Compeat financial statements, it is a good idea to have all of the following:. Sample financial statements to use as a model. Using par levels allows Compeat to suggest order amounts based on current inventory. The eXcellent Financial Functions are a custom-built set of Excel functions that provide the flexibility and speed essential to generating comprehensive financial reports.
I'm working with a company with a similar situation. This is the third general step from the Setup Overview topic; the Inventory Setup Overview help topic covers the 3 sections of steps needed.
You can automatically duplicate a lot of restaurant information by following the procedure of the Copy a Restaurant help topic. I have an add-in that I use on a fairly regular basis from a third party.
eXcellent ™ Financial Functions Overview
The 4-step method establishing house account functionality is detailed in the Accounts Receivable Overview help topic. Tell us about your experience with our site. How long is the calculation taking?
Dylan Maxwell Replied on November 21, The Reconcile Bank Statements help topic covers in detail the steps to verification of the funds in any bank account. One shortcut method of starting your financial statement is to export the chart of accounts directly into an Excel worksheet, and compet use that as a starting point for your statement.
Excel or installed on your computer with the eXcellent Financial Functions installed. One thing that I do is for all of my workbooks, I create data tables that only pull in the financial data. The problem I have is that most of the worksheets have hundreds of these functions on them.
If you don't have these, simply request them from support. Not sure if that helps you get to where you're going, but please feel free to reach out with any specific questions. How satisfied are you with this reply?
For information, see Printing Screens and Files. Visit the Compeat Support Website for additional information on this topic and more. XLA file of eXcellent financial functions that enhance your Excel spreadsheet capabilities. Mahdiar Karamooz Replied on November 21, Look forward to hearing from you. I commpeat emails with Compeat support and with the Compeat President, and couldn't find anything.
Compeat eXcellent Financial Functions
A 5-step process of prep-to-shelf functionality is covered in the Prep Items Overview help topic. To create your financial reports, you should have some experience working with Microsoft Excel.
Harlan Siegel Replied on March 12, Orders can be emailed to fompeat directly from Compeat to a vendor in PDF format.
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