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FDS Setup and Reporting in Select

This guide outlines the process of setting up and reporting financial data schedules (FDS) within the Select Teresa Donelson system. It covers the necessary steps in navigating the chart of accounts, maintaining FDS definitions, creating crosswalks, and printing orders. Additionally, users will learn how to run reports for balance sheets and income statements across different calendar periods. With detailed instructions, this guide is essential for effectively managing financial reports in the GL module.

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FDS Setup and Reporting in Select

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  1. FDS Setup and Reporting in Select Teresa Donelson

  2. FDS Setup Chart of Accounts>Preferences>Financial Data Schedule

  3. Financial Data Schedule • Maintain FDS Definitions • Maintain FDS Crosswalk • Maintain FDS Print Order

  4. Balance Sheet GL>Module>Run>Reports>Balance Sheet

  5. Calendar Periods Balance Sheet GL>Module>Run>Reports>Calendar Periods>Balance Sheet

  6. Calendar Period Income Statement GL>Module>Run>Reports>Calendar Period>Income Statement

  7. Thank you

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