User Guide
This Guide Reportance is a software application for accountants that connects directly to client accounting files, combines them into a common ledger, a...
Mon, 13 Nov, 2017 at 2:04 PM
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Summary
Reportance acts as a central hub where accounting information is collected from client accounting files, compiled in...
Mon, 15 Jun, 2015 at 1:24 PM
The Client Info
screen is the main screen that contains the datasets for your client.
From here you can Add Dataset to add a new Dataset. Click Add...
Tue, 10 Nov, 2015 at 4:26 PM
Getting There
The Entity screen can be accessed in several ways.
1) When you first create a Reportance file, you are automatically taken to the ...
Tue, 10 Nov, 2015 at 4:10 PM
You can access the
Sources screen from within the Information
Tab of the Dataset screen, or by going to the Data drop-down menu and selecting Sources.
...
Tue, 10 Nov, 2015 at 4:38 PM
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Prior to reviewing this element of the training material, we recommend getting a broad overview by watching the introductor...
Tue, 10 Nov, 2015 at 5:01 PM
You can access the Dataset
screen from the Client Info main
screen by clicking Add Dataset or by
clicking Edit on an existing Dataset.
At it...
Tue, 10 Nov, 2015 at 7:04 PM
Setup Reportance File Prior to importing data from Excel, you must setup a Reportance file with a Dataset to receive an Excel source. To do this, cr...
Wed, 17 Oct, 2018 at 4:25 PM
The Accounts screen
is how you configure your clients various chart of accounts into the Reportance
master chart.
On the right hand side of t...
Mon, 16 Feb, 2015 at 3:21 PM
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The Chart of Accounts is configured in the Accounts screen.
On the left hand-side of the screen is the 'Master Chart&...
Wed, 29 Nov, 2017 at 7:39 AM