Here's what happens along the way to getting reports from ManagePLUS...
Enter transactions in QuickBooks, as usual. Here's a Sales
Receipt--either it or an Invoice is a good way to get quantity information into sales
transactions.
Optionally, you can include extra quantity information if you're using ManagePLUS,
such as having a second quantity associated with the
transaction. (More on this later.)
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 it can be any range of dates you want.
Why this step? ManagePLUS lets you associate
"extra" information with QuickBooks lists, such as the
Classes list, in each accounting period (as you'll see in step 4,
below). Selecting a different accounting period causes ManagePLUS to
automatically load and use the "extra" information you've
added to lists for that period.
Next, you have ManagePLUS refresh its copy of important QuickBooks lists
like the Chart of Accounts and Classes lists, as
well as transactions
for the accounting period you selected. To do this, you just
click on the Refresh button.
For information-rich reports, you will want to associate extra information with your
QuickBooks lists. Associating amounts of production or use with Classes,
as shown here, allows ManagePLUS reports to automatically give you per-unit-of-production
or -use statistics on reports.
Also, you can associate units of
measure (tons, pounds, gallons, bushels, etc.) with accounts in the Chart of
Accounts, with lets ManagePLUS label quantities with appropriate
units, making reports easier to read and understand.
With transactions, lists, and extra information all
in place in ManagePLUS, you're ready to start using them to get
management information from your records. Drag a few column
headings around in the Transactions window, and in an instant
you'll have information like this:
Want more? ManagePLUS has a variety of reports
containing the kinds of detailed management information you saw on
the Overview page.
Reports are created in ManagePLUS' 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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