Create a GIFI report
 
You can use an automatic Caseware document to print a report of your GIFI codes which show which accounts have been assigned to them.
 
To create this report, choose Document > New > Automatic Document. Choose the following document properties:
 
Create a GIFI report
 
 
 
1
Number
1. Number
Enter a document number.
2
Name
2. Name
Enter a report name, i.e. GIFI Report.
3
Document Type
3. Document Type
Choose leadsheet/grouping as the document type.
4
Format
4. Format
Choose to show Account balances with group totals.
5
Order
5. Order
Select to order by Account.
6
Grouping
6. Grouping
Choose the GIFI as the grouping.
 
Example of the GIFI report