To create a Management Report you can click on this link. Alternatively you can also follow the navigation as shown below.
Navigation: Accounts Production > Client Specific > Reports > Management Accounts
A trial balance must be imported or created from the 'Tasks' section to act as the base for generating financial statements.
Once you have a trial balance set up, select '+Add New Report' and the following prompt will appear.
Fill in the the basic credentials and select 'Generate' and preview of the report will appear.
Once you are happy with the preview of the report, select 'Save Report' and it will be added to the list of reports.
If you select 'Report Settings', the following prompt will appear and you will be able to edit the options related to the Management Reports.
You are able to delete or download the report by selecting the 'Action' drop down.
