How to issue a report after the settlement of the UFIDA software

How to use a report for the first time:

1.Open the UFO reporting system and click New to create a new blank table page.

2.Click Format - Report Template in the menu bar and select the industry template corresponding to the set of accounts.

3.If prompted whether to override this formula, select Yes

Note: When selecting the template, the industry nature must be consistent with the industry nature in the general ledger, otherwise the report will be incorrect.

If you don't know the industry selected for the general ledger, you can check it in the general ledger.

The view path is: General Ledger - Settings - Options - Other - Industry Nature.

4.Check whether the formula definition is correct, and if it is incorrect, you can click the button to modify it.

5.Click the button in the lower left corner to switch to the data status and indicate whether to recalculate the full table, and click No.

6.Select Data in the menu bar - Keyword - Input, enter the year, month and day, and click OK.

7.Wait for a while, the data will be displayed, if there is a column data displayed as , please adjust its column width.

8.If the generated data is incorrect, check whether the formula definition is correct, whether the balance direction is consistent, etc., and recalculate it after modification.

9.Confirm that everything is correct, and then save the report. Remember the location and name you saved

1.Go to the UFO reporting system and open the report generated in the previous month.

2.Click "Append" - Table Pages in the menu bar, and enter the number of additional pages1 to confirm.

3.In this case, you will see the logo in the lower left corner, click on page 2.

4.Select Data in the menu bar - Keyword - Input, enter the year, month and day, and click OK.

5.Wait a few moments for this month's data to appear.

6.Once you have verified that the data is correct, you can save the report.

7.After that, repeat 1-6 steps per month.

Someone has already explained the process very clearly, you still need to try to practice it yourself, maybe you will find some new problems, our great leader *** has already told us the importance of practice with practical actions, and then you can continue to ask them if you have questions.

When you say the report, UFO report, the software has its own UFO report template, you can use, the general report may need to be modified accordingly under the formula (if the subject is inconsistent with your enterprise), the specific operation process upstairs is very clear, if you don't know the operation, you can call UFIDA service **40066000588 for consultation.

UFIDA software has a "UFO report" module, click on the UFO report after entering the system console, log in with your username, and the first time you use it, it will prompt the number and year of the account set that needs to be opened, and change it to what you need. Then open the report you need to prepare (balance sheet, income statement, or other), insert or append a new statement from it, and after determining the statement date, execute the SHL file with the same name. If the SHL file is original to the system, you need to modify the account number, account, debit, credit, balance, range, etc. of the number taken (secondary development) by yourself.

1. Open UF on the computer.

T3 software, enter the login and password and other information and click OK to log in.

2. After entering the software interface, find the financial statements in the left navigation bar.

button and click Open.

3. Find the file in the pop-up financial statement interface and select the Open button.

4. Prepare for the issuance of quarterly income statements.

For example, select the income statement template in the dialog box that opens, and click Open.

5. After opening the income statement, click on the data in the lower left corner.

6. Click to select the format style.

7. Click in the menu bar and click Replace.

8. In the pop-up replacement dialog box, you can see that the search content is month, replace it with quarter, and click Replace All.

9. Place the report header.

This month is modified for this season, and you can modify it directly with a mouse click.

10. Find the data in the menu bar and click it, select the keyword, and click cancel in the pop-up option.

11. In the pop-up dialog box, select Month and click OK.

12. Click Data in the menu Jachaisen bar, find the keyword, and click Settings.

13. In the pop-up dialog box, check the season and click OK.

14. Click the format in the lower left corner of the report to modify it to the data style.

15. Find the data in the menu bar of the report, click the keyword, select the entry, enter the year and quarter in the pop-up dialog box, and click confirm.

16. After clicking confirm, the system automatically generates the quarterly income statement and balance sheet.

The steps of operation are consistent with profits.

You can use the following steps to generate financial statements:

1. First open yonyou financial software, enter the operator and password, and then click the right button to log in.

2. Click the financial accounting button on the left navigation bar of UFIDA software, find the UFO report under the category of financial accounting, and click to enter.

3. Click UFO Report, and the following dialog box will pop up. Click Close directly.

4. After entering the UFO report interface, click the File button in the upper left corner of the page.

5. Then click Open in the drop-down menu of the file.

6. Find the location of the financial statement template on your computer, select it, and then proceed to click Open.

7. After opening the financial statement template, find the data button in the taskbar above and click Open.

8. Click on the data, find the input key, enter the annual status, month and other information in turn, click the OK button after the input is completed, and the report will automatically recalculate the monthly report sail answer information you need.

9. Finally, the report data is successfully generated. If you want to print it, just click the print button at the top of the page to print it.

When creating a report, you only need to select the industry nature of the corresponding set of accounts, and you can use financial software to generate financial statements.

How to correctly set up financial statements in yonyou software, the steps are as follows:

1. Check the nature of the account set industry.

Log in to the system management interface as a set of accounts supervisor, and pay special attention to selecting the set of accounts you want to report when logging in. If you make the wrong choice, you may not be able to set up the set of accounts you need. Once you're logged in to System Administration, click Edit.

At this time, a new interface will pop up, click Next three times in a row to check the "Industry Nature" on the Accounting Type interface, and select the industry type that suits you. But remember the "nature of the industry" that comes out, click the give up button, and turn off the system management at the same time.

2. Establish accounting statements.

Use the account set supervisor to log in to "UFIDA or UFIDA T3".

After that, you can open the financial statements, create a new file, and select the "industry nature" in the template classification to see the corresponding accounting statements, such as: common ones: profit and loss statement, balance sheet, cash flow statement. and so on, and choose the appropriate report.

3. Select the type of report you want to create, enter the report interface, click the red "Format" in the lower left corner of the report, and change the initialized status to "Format" to "Data" status. In the "Data" status interface, click the icon of the word "Year" at the top of the report to enter the report date; If there is data for the entered month, the report will automatically extract the data into the corresponding cell of the report. At this point, a bill is generated.

1. Click the Financial Accounting button in the left navigation bar of Yonyou software, then find the UFO report under the financial accounting category, and click to enter.

2. After entering the UFO report interface, click the file button in the upper left corner of the page.

3. Click Open in the drop-down menu of the file.

4. Find the location of the financial statement template in the computer, select the sail, and continue to click to open.

5. After opening the financial statement template, then find the data button in the upper taskbar and click on the training limb to open it.

6. After clicking on the data, find the input keyword, enter the year, month and other information in turn, and click the OK button after the input is completed, and the report will automatically recalculate the report information of the month you need.

7. Finally, the report data will be generated successfully, if you need to print it out, you only need to click the print button at the top of the page to print.

Summary. Open the report, click the "Data" button in the lower left corner to convert to the "Format" state, then click the "Keyword" button under "Data" in the top menu bar, click "Offset", a dialog box will pop up, enter the value to adjust, note that the input negative number is to move to the left, and the input of positive value is to move to the right. After adjustment, replace the "Format" state in the lower left corner with the "Data" state.

Open the report, click the "Data Rent" button in the lower left corner to convert to the "Format" state, and then click the "Keyword" button under "Data" in the menu bar at the top, click "Offset", it will pop up the dialog box, enter the value adjustment, note that the negative number is moved to the left, and the positive value is moved to the right. After adjustment, replace the "Format" state in the lower left corner with the "Data" state.