How do I generate a financial statement in document overview module?
Generating a financial statement report in Metro ERP involves several steps within the document overview module. Here’s a step-by-step guide to help you generate this report:
1) Once logged in, navigate to the "Documents Overview" module by clicking on its icon in the main dashboard or by using the application menu.
2) Navigate to the Documents Overview Module:
Click on the "Documents Overview" module from the main dashboard.
3) In Metro ERP, the screenshots illustrate the creation of a Financial Statement (FS) Report Style and a Financial Report Document.
Click on the " Select Template "
FS Report Style Creation
This screen is part of the Documents Overview module in Metro ERP. Here, users can set up a custom style for financial reports. Key elements include:
- Name of the Style: Users can define a unique name for the report style (e.g., “Simplified”).
- Company: Selects the company (in this case, “Metro Group Pte Ltd”) for which the report style will apply.
- Report docx template: Allows users to upload a .docx template file for the report format. This template can be customized and saved, which will then be applied to financial reports for this company. Simple Document Click Here