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Part 9 - Ad-hoc Accounts Summary
1. PAT 3 – Guide
Part 9 – Ad-Hoc Accounts Summary
This tab is optional. Choosing not to use it will not affect other
areas of the workbook
2. PAT 3 – Guide
If you wish to produce a snapshot of the general account for a meeting, you can
use the Ad-Hoc Summary. Simply enter the date range you wish for transactions to
appear. Also, enter the number of months for the budget. For example, if you have
from the 1st January to the 28th February, then enter 2 months. The workbook will
then take your budget figures and show two twelfths so that you have a
comparative of current vs budget.
If you scroll down, you will also see the
payments on this tab.