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Creating a New
Company
Ratios Plus makes it easy to create a new
company file and select which ratios you will
need. Just use the "New Company" wizard to
create a company and select the ratios you wish
to print. Ratios Plus only requires the specific
financial statement information needed to
calculate the ratios you select for each client!
In addition, you can input both yearly and
monthly financial statement amounts. Ratios and
financial statement data can be compared on an
annual or monthly basis. Entering monthly data
in Ratios Plus is not required and you only have
to enter prior year data if you like as prior
year amounts aren't required either. See the screen shot
below to see what the "New Company" wizard looks
like.
(Click Image to Enlarge)
Managing your company files is easy through
the File Listing screen. After creating company
files in Ratios Plus, they are automatically
added to the your Client File Listing. In
addition, you can edit, rename, copy, save
as..., or delete these files at any time through
the Client File Listing.
Selecting Ratios
By default, Ratios Plus automatically selects
all ratios to print and enter data when creating
a new company. However, you can change which
ratios to enter data for and which ratios will
print by selecting the option "Select Active
Ratios" which is located under the Ratios Menu
option. Below is an example of the Ratios Select
screen.
(Click Image to Enlarge)
You can select as
many or as few ratios as you would like for each
company. Ratios Plus will also alert you if you
have ratios selected for which you have not
entered any data for. In addition to the ratios
built-in to ratios Plus, you can also create up
to 10 user-defined ratios. To create your own
user-defined ratios, select the option
"User-defined Ratios" located under the Ratios
Menu.
Adding and Editing
Financial Data
Once you have selected which ratios you will be
entering data for, simply select the Add/Edit
option located in the Financial Data Menu to
enter the data which corresponds to the selected
ratios. Notice that some fields will be marked
with a red asterisk to indicate that this data
is required to print the ratios that have been
preselected for your company. See the Add/Edit
Financial Data screen below.
(Click Image to Enlarge)
In addition to
entering yearly financial data for your client,
you may also enter monthly financial data. This
can be especially helpful for companies that
would like to compare monthly data. Ratios Plus
allows you to enter monthly data and will total
the amounts for annual financial statement
comparison and ratio generation.
Reports
Ratios Plus has an extensive list of reports
including the following:
- Client Information Reports
- Client Listing Reports
- Ratio Information Reports
- Ratio Detail Reports
- Ratio History Reports
- Ratio Comparison Reports
- Ratio Data Reports
In addition to printing reports, you can save
them to a file or email them directly from
within Ratios Plus in the following formats:
- Adobe Acrobat (.pdf)
- MS Word (.doc)
- MS Excel (.xls)
- Rich Text Format (.rtf)
- Plain Text Format (.txt)
- .html and .xml Formats
Take a look at an example of the Ratio Detail
Report below:
(Click Image to Enlarge)
In
addition to these reports, Ratio Plus can chart
your ratios or financial statement data. Simply
select the Chart Wizard located at the bottom of
the Reports Menu. This wizard will guide you
through the steps necessary to create a visual
representation of any data entered in Ratios
Plus.
Click
HERE
to see a complete Ratio data Report in Adobe
PDF format.
(Requires Adobe Acrobat PDF Viewer)
If you wish to ask specific questions or request additional
information, e-mail us at info@proware-cpa.com. |
