Copy a Financial Statement Format from One Company to Another
To copy a financial statement
- Open the company in Sage 50 to which you want to copy a financial statement.
- From the Reports & Forms menu, select Financial Statements. Sage 50 displays the Select a Report or Form window.
- Select the Copy button. Sage 50 displays the Copy Reports & Financial Statements window.
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Select the Source Company to copy from.
This is the company that contains the original financial statement. When you select a source company, Sage 50 displays a list of financial statements in that company.
- Select financial statements from the drop-down list.
- Select the financial statement you want to copy.
- Type a name for the statement (for example, G/L Account Summary). You can also include a description.
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Select Copy.
The report is copied into your company report list under Financial Statements.
The list only shows custom financial statements attached to the company you chose in Step 4. To display standard financial statements in the list, select the Include Standard Financial Statements check box.
What do you want to do next?
- Design a financial statement
- Display a financial statement on the screen
- Filter a report, form, or financial statement
- Print a report or financial statement
- Set up a rounding account for financial statements
- Perform other report or form tasks
- Learn more about the Financial Statement Design window and object tools