Here's what happens along the way to getting reports from ManagePLUS...
Enter transactions in QuickBooks, as usual. Here's a Sales
Receipt--a good way to get quantity information into sales
transactions.
Though completely optional, you may want to include extra information
in some transactions if you're using ManagePLUS. For example, as the following Deposit example
shows, you may enter quantity information in the Memo field in transaction types which
don't normally
support quantities. Or you
might enter a second quantity in the Memo or Description field,
where that information is useful. (ManagePLUS supports having two
quantities associated with each line of your transactions.)
When you are ready to work in ManagePLUS, the first thing you do is
select an accounting period to work with--usually a
specific year, quarter, or month; but in ManagePLUS an "accounting
period" can be any range of dates you want it to be.
Next, you have ManagePLUS refresh its copy of important QuickBooks lists
like the Chart of Accounts and Classes lists, plus
retrieve transactions
for the accounting period you selected. To do this, you just
click on the Refresh button in the ManagePLUS for any lists which may have changed in QuickBooks.
For information-rich reports, you will want to associate extra information with your
QuickBooks lists in ManagePLUS. For example, you may associate units of
measure (tons, pounds, gallons, bushels, etc.) with accounts in the Chart of
Accounts that are bought or sold in specific units. This step is
important, because it
"turns on" quantity reporting for those accounts in
ManagePLUS reports. You may also
associate quantities of production or use with QuickBooks Classes,
as shown here, as a basis for per-unit information on report.
Armed with a copy of your QuickBooks lists and the
extra information you've provided, ManagePLUS can prepare reports
containing the kinds of detailed management information you saw on
the Overview page--the illustrations there are from actual ManagePLUS reports.
ManagePLUS displays reports in its own internal spreadsheet. So
once you've created a report you can:
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Print it.
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Export it to Microsoft Excel, to work with it there.
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Do all the "what-if"
analysis you want: change input costs, change sales dollars or
sales quantities, change production/use quantities, etc. and see how those changes
might affect specific Classes or your whole business. ManagePLUS can
highlight the cells which you may change, in a different color:
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