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Setting Parameters for the Two-Year Trend Report

Autosoft -

Use the 'Two Year Trend' Custom Setup button on the Profit & Loss/Trends menu to open the Two Year Trend Special Parameters screen to define the specific accounts (sales, expense, etc.) you want to use to print the two-year trend. When you enter the parameters, you assign them a set number. When you want to generate the two-year trend analysis based on parameters you entered on this screen, you enter the parameter set number as the account type. For example, if you create parameters and assign them set number 1, you would click Two Year Trend For Account Type and type 1 in the Type field. The report displays only the information for accounts you entered in the parameters.

Step 1. From the Dealership Accounting main menu, select General Ledger. The General Ledger menu will open.

Step 2. Select Profit & Loss/Trends

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Step 3. Click ‘Two Year Trend’ Custom Setup on the Profit & Loss/Trends menu. The Two-Year Trend Special Parameters menu will open.

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Step 4. In Set Number, type the set number you are creating. This is the number you will enter as the account type when you want to run the two-year trend analysis based on these parameters.

Step 5. In Master Account, type the master account number. You can have the same set number with different master accounts. Each master account is considered a new report line.

Step 6. Use the Description field to type a description for the report line you are entering. The description prints on the report and helps separate the different report lines you create.

Step 7. Under G/L Account(s) to Pull, type the general ledger accounts you want the report to pull. Be sure to enter the general ledger accounts in the appropriate fields. The + indicates debit accounts, and the – indicates credit accounts.

Step 8. Click Save to save the set. The set number is added to the list window on the right side of the screen.

Step 9. Click Exit to return to the Profit & Loss/Trends menu.

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