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HandiLedger - Run a Financials, Complete Report with current year figures only in HandiLedger

Updated this week

If you require a specific report within the complete report to display the current year only, you can change the configuration using the Preferred Reports feature. You can change one or all reports depending on your requirements.

  1. Log in to HandiLedger and Select the entity.

  2. Go to Reports, Preferred Reports.

  3. On the HandiSoft Masters tab, highlight the relevant report set up for this entity and press Copy, Ok. This will make a copy of the master template into the Selected entity tab.

  4. Locate the report from below, e.g., Detailed Profit and Loss, then press Edit.

  5. Click on Select Format.

  6. Locate DC and click Select.

  7. Click Ok, then Close.

  8. Go to Financials, then select your individual report, or the complete report.

  9. Click Ok to run the report and review the result..

Note: DC stands for Description and Current year only, DCP is for Description, Current and Prior years.

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