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How to: Create New Account Schedules

You use account schedules to analyze figures in general ledger accounts or to compare general ledger entries with general ledger budget entries. For example, you can view the general ledger entries as percentages of the budget entries.

To create new account schedules

  1. In the Search box, enter Account Schedules, and then choose the related link.

  2. In the Account Schedule Names window, on the Home tab, choose New to create a new account schedule name. In the Name field, enter the name that you want to give your new account schedule.

  3. Fill in the Default Column Layout and Analysis View Name fields as appropriate.

  4. On the Home tab, in the Process group, choose Edit Account Schedule to begin defining rows for the account schedule.

If you did not assign a default column layout to the account schedule, you must set up the columns manually.

See Also

Tasks

How to: Set Up Account Schedule Rows Manually
How to: Set Up Account Schedule Columns Manually
How to: Assign Predefined Column Layouts to Account Schedules
How to: Change Column Layouts in Account Schedules
How to: Set Up Account Schedules with Overviews
How to: Create Account Schedule Columns That Calculate Percentages

Other Resources

Default Column Layout
Analysis View Name