The set up page is used for setting the headings on the reports.
Reports can be downloaded or viewed on line from the Reports - Formatting / Output page.
Below are two examples of what will appear at the top of the reports given the following:
| Company Name: | John Doe and Sons, LLC. |
| Plan Begin Date: | November 1, 2006 |
Start-up Period Number
of Months: | 3 |
Exclude Revenues on the
Start Up Expense Statement: | checked |
At the top of the Start-up Expenses Statement the following will appear:
| John Doe and Sons, LLC. |
| Start Up Expense Statement |
| For the 3 Months Ending October 31, 2006 |
At the top of the Beginning Balance Sheet the following will appear:
| John Doe and Sons, LLC. |
| Beginning Balance Sheet |
| As of October 31, 2006 |
Company Name
The Company Name (or what ever you enter for a Company Name) will appear at the top of each report.
Plan Begin Date
The Plan Begin Date is normally the first day of the first month you plan on selling goods and services.
Start-up Period Number of Months
At the top of the Start-Up Expense Statement the number of months will be written. One month will be written as "For the Month Ended". If your start up period is more than 1 month then the number of months will be written out. For instance a start up period of 3 Months with a Plan Date of January 1, 2007 will have the following "For the 3 Month Ended December 31, 2006" at the top of the Start-Up Expense Statement.
Exclude Revenues on the Start Up Expense Statement
The Start-Up Expense (Profit / Loss) Statement normally will never have revenues (or sales), but if your company has sales or will have sales in its startup period then uncheck this box.
When the box is un-checked, the title of the report ("Start-Up Expense Statement") will be changed to "Start-Up Profit/ Loss Statement" and a revenue section will be included in the Start-Up Expense (Profit / Loss) Statement.