JAZZIT FUNDAMENTALS HELP GUIDE
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1-2 Column Income Statement Schedule
 
1-2 Column Income Statement Schedule
1
Schedule title
1. Schedule title
Customizable schedule title which appears at the top of the schedule and on the Index Page.
2
Balance transfer
2. Balance transfer
Select from the dropdown if the schedule total should be included in the following Income Statement areas:
 
  • Operations - Transfer schedule total to the related areas of the income statement i.e. Trade sales to Trade Sales, Cost of Sales to Cost of Sales, etc.
  • Net in other income - Transfer schedule total to other income in the Income Statement.
  • Net in trade sales - Transfer schedule total to trade sales in the Income Statement.
  • Net in fee income - Transfer schedule total to fee income in the Income Statement.
  • Exclude from income statement
3
Page break
3. Page break
Select if the page break should be enabled at the top of the schedule.
4
Rounding
4. Rounding
Enter amounts for rounding of the schedule if needed.
5
GIFI
5. GIFI
The GIFI code for each line item is shown. Double-click on the GIFI code to see which accounts are linked to that code.  You can set the GIFI column to Display and print, Hide or Display in the Display section of the Home Menu.
6
Leadsheet
6. Leadsheet
The leadsheet group for each line item is shown. Double-click on the leadsheet number to see which accounts are linked to that leadsheet. You can set the GIFI column to Display and print, Hide or Display in the Display section of the Home Menu.
7
Schedule control
7. Schedule control
Left-click the button to delete the schedule. Right-click the button to reload the schedule from the Resource Centre.
8
Schedule settings
8. Schedule settings
Open the SCHEDULE folder to find the following schedule settings:
 
  • Entity - Select an entity to use in this schedule (blank is default).
  • Default link - Select the default grouping you want to use for the schedule linkage. The schedule is defaulted to use the Map No link.
  • Gross profit % - Use the button to set the decimal points for the gross profit percentage (if applicable).
9
Schedule headings settings
9. Schedule headings settings
Open the Headings folder to find the following schedule headings settings:
 
  • Bold - Set the desired heading to bold.
  • Uppercase - Set the desired heading to uppercase.
  • Singular - Set the desired heading to singular.
  • Heading - Select the desired heading title or enter a custom description (entering a custom description will cause the uppercase and singular option to no longer function on that specific line).
10
Show nil line
10. Show nil line
Select the tickbox if you would like a section without balances to print a total nil balance line.
 
 
Once selected, you can choose to rather display the section heading with a single nil line instead.
 
 
11
Rounding row
11. Rounding row
To apply the rounding difference to a row, right-click on the Express button () and select Adjust this row for rounding.
 
12
Express button
12. Express button
Right-click on the Express button to insert more linked or manual lines, insert subtotals, sort and delete current lines where the options are available.
13
Link number
13. Link number
The link number indicates which linked number (i.e. map number) the row is linked to. Use the popup menu to select a link number. This can be a map, account or group number depending on the link type selected. Refer to Balance Origins for more information.
14
Link type
14. Link type
The link type is set from the default link type selected. You can change the link type for the individual row item if different from the default link type.
15
Signage
15. Signage
This allows you to change the sign of the linked rows. Changing the sign will affect the calculation.
16
Gross profit percentage
16. Gross profit percentage
Displays the percentage of gross profit for the current and prior year.  The percentages can be set in the schedule settings. The gross profit percentage can be turned off via the statement settings area of the Income Statement
17
Comment (input paragraph)
17. Comment (input paragraph)
You can edit existing input paragraphs or insert more paragraphs using the Express button (). Refer to Input Paragraphs for more information on inserting paragraphs.