Select File >
Reports from the main menu. Go to System
Folders > Month End Reports or Year
End Reports from the reports menu.
EBMS contains many different reports to meet the needs of varying businesses. The user may want to group the desired monthly and annual reports into a group for convenience. Reports that need to be printed monthly can be inserted into the Close Month wizard process launched from Financials > Fiscal Year Controls. The user may group reports that need to be printed annually within the Close Year and New Year wizards. Complete the following steps to insert reports into the periodic wizards launched from the Fiscal Year Controls window. Review the Fiscal Year Controls section for details on the wizard processes.
Select File >
Reports from the main menu. Go to System
Folders > Month End Reports or Year
End Reports from the reports menu.
Drag files from any of the non-system folders and drop them into the Month End Reports folder. It is recommended that you hold down the CTRL key when a file is dragged so the reports are copied to the system folder rather than moved. By copying files, the non-system folders will contain all the EBMS reports.
Repeat the steps above to place reports into the Year End Reports folder. Both the Close Year and the New Year wizards will list the reports within this folder.