Current accounting systems should provide the following options for report generation:
1) PDF
2) Text Format
3) Drill-down Print Preview
4) Excel spreadsheet
To accomplish this, many accounting software products are now re-tooled to use external report generators. Some make the process look transparent. Others do not show report options on menus but rather instruct you to use an external report generator to create the report you want and save it to the menu for repeated use.
Some accounting systems have combined the latest programming technologies to make it that when you generate a print preview version of a report, you may drill down on clickable cells to see the detail behind summary values.
You are looking for someone who understands your business and will help you navigate your needs. It’s your money and business on the line. Give us a call at (773)502-5771 to get you on the right track.
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