Preparation of statements in Kingdee K3 and how to create new financial statements in Kingdee K3

Create a new report. Example: Create a detailed statement of management expenses and compare the total amount with the budgeted amount.

Operation steps: 1. Click [Financial Accounting] à [Report] à [New Report] à [New Report File].

2. Select the "New" option in the "File" menu, and the system will display an empty table interface (similar to electron**). Its specific operations are somewhat similar to electron**, such as copying, pasting, inserting, deleting, etc. Each cell can directly enter data and text, and the number formula can be set in the cell.

3. According to the case, it can be seen that the management expense report has 8 rows and 5 columns, select [Table Attributes] in the [Format] menu, and directly enter the number of rows and columns in the rows and columns, and you can also determine the default row height here. In the [Header and Footer] column, you can define the table name, the text at the end of the table, and the report notes, the header and footer are displayed only when the report is printed, and the name, unit, and annotations below the report are displayed at the top of the report, and cannot be directly seen in the main body of the report. Let's assume that the table name is "Management Expense Schedule".

Click Report Name on the first row of the header or click Header and Footer to enter the report name directly. Other headers and footers are entered in the same way.

4. Enter the text of each cell. The operation of merging cells is as follows: select the cells to be merged, click the Cell Blend button on the toolbar, or select Cell Blend in the Format menu.

The first cell is set special. Select "Define Slash" in the "Format" menu, and the dialog box will pop up, select "Three" according to the case, and enter the content. If you want to delete a slash, select the unit and click "Delete Slash" in the "Format" menu.

Set the formula for taking the number.

Click the cell for which you want to set the formula, select Function in the Insert menu or click Fx. The system classifies the functions, displays the function category and the name of the function separately, selects different function categories with the mouse, and the system lists the function names under the function category. When a user clicks on a specific function name, the specific meaning of the function will appear at the bottom of the report function page.

The system sets up all functions and common functions: all functions are the set of all listed functions; For the functions you use frequently, the system will automatically place them in the frequently used functions.

Common report operations.

Case study: Preparation of Haitian's balance sheet and income statement.

Steps: Click the "Open" option under the "File" menu, and after the pop-up dialog box, users will find that there are reports for various industries under the "Template" item.

I use k3, which is specially used for correspondence.

The reports automatically generated by the computer are all dead, do not reflect the economic transactions that occurred in the current month, and only have the beginning of the year.

I generally do this.

Coping: 1Kingdee - Account Balance Sheet - Account Level 6 - Ledger Account 2202 (Accounts Payable) (including unposted vouchers, including accounting items) - File - Exit the first file name.

2.Keep the account ** good closing balance, account name, insert a column before the account name, and format the unit as text.

3.Kingdee-Report-Custom Report-Select One After coming out, the numbers behind the corresponding unit are generated by the formula, and you copy the formula and paste it into the column inserted before the account name.

Then change the formula according to the subject **.

Finally, paste the units and the corrected formula into the custom report, and the number that comes out is the number at the beginning of the year, and the number at the end of the period is the balance derived from the account balance sheet.

It's a bit complicated to watch, and I can't help it.

Dear customers, hello:

In order to solve your problem more effectively, it is recommended that you get service support through the "Kingdee Desktop Service System", in which you can choose a variety of ways to solve your problem, not only through the "Knowledge Base", "Document Center" and other self-service, but also through the "Service Appointment" to get in touch with our service engineers, or in the "Demand Feedback" in a timely manner to feedback any suggestions on Kingdee products to Kingdee, you are welcome to experience! **Address:

You can select the corresponding report template in Demolition Shenmin Financial Accounting - Reports, and then click :

1) [Financial Accounting] - Statement] - New Accounting Standards - Balance Sheet]. Double-blind click to open the report;

2) In the report interface [Tools] - Formula Number Parameters] - [OK] after writing the year and period;

3) [Data] - Report recalculation.

Kingdee K3's reporting function is quite powerful, and it can be set up through the formula wizard.

1. When preparing the balance sheet, you can select the balance sheet template under the corresponding industry account report and save it as a recalculation. These balance sheets have specific formulas already set.

1. For example, the beginning of the year of "monetary funds" in the balance sheet, the formula is =acct("1001:1009","c","0,1,1)

2. Its meaning is: acct is the name of the general ledger number function, and this function has a total of 7 parameters: account, number type, currency, year, start period, end period, and account set configuration name.

3. Take =acct("1001:1009","c","0,1,1) as an example, subjects: 1001 to 1009 (including cash, bank, and other monetary funds).

This is the beginning of the year of the fund, acct is the balance of the account table, 1001:1009 is the balance of the account from 1001 to 1009, c is the opening data package of the period, 0 is the current year, 1 is the first period of the beginning period, and the last 1 is the first period of the end period.

3. Kingdee K 3 financial management system is oriented to the financial accounting and management personnel of the enterprise, comprehensively manages the financial of the enterprise, and realizes the financial centralization, comprehensive budget, capital management and financial reporting at the group level on the basis of fully satisfying the basic financial accounting, so as to help the financial management of the enterprise transform from accounting to business decision-making, and finally maximize the value of the enterprise.

1. Open Kingdee software, select Reports & Analysis, and click Custom Report.

2. Create a new financial statement.

It's impossible, when you buy financial software, the report must be included, and the data is specified, haven't you found it?

Isn't that feature not installed.

Procedure to modify the report name in Kingdee K3:

Open the report that modifies the report name in Kingdee K3, click [Format] - [Table Properties] - [Header and Footer] to find the header where the report name is located - [Header and Footer], click OK after modification, and then click Apply to complete the modification.

See image below

Open the specific report [Format] - [Table Properties] - [Header and Footer] to find the header where the report name is located, modify it, save it, and confirm it.

Formatting, table properties, header and footer.

Format – Table Properties – Header Footer.

Hello landlord! To help you, you also have to look at the F1 help document of Kingdee K3's balance sheet to solve it.