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  The Accountants Circle Forums  Tools & Res...  Tool & Reso...  Management Accounts Template
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New Post 25/04/2008 13:12
  TN Accountants
6 posts
n/a
10th Level Poster


Management Accounts Template 

I figure this is the best place to ask this. I want to hear from some users on the template here and its use in practice.

From those that use the Management Accounts template, how do you find it in actual everyday use?

Do you have difficulties setting it up and using it for client management accounts? and can it depend on the accounting system used?

What are the real benefits of using this template over say, software reports or my own template?

I've had a look at trial download and it seems reasonably straight forward. What I don't know is how it is in every day use.

 
New Post 09/05/2008 10:46
  Sujen Kandiah
17 posts
9th Level Poster


Re: Management Accounts Template 

I haven't used the latest version but last year I was using the system and found it quite an easy way to get quick professional looking reports done for clients.  No errors with things not balancing and when adding accounts to the ledger it is easy to add these in the system too.

I don't see how it would matter what accounting system you use, we have a couple of different systems clients use but all the reports we produce are consistent, and we can maintain this even when we change systems (which we did for one client a couple of months ago).

I must say, I think it is quite good value when you consider the amount of time that can go into building a template, then always adjusting the formula for each new change.  I leave it up to these guys so I don't even need to think about the template itself. So far, if I have ever wanted a change to the template I ask them and it's been done!

I must also admit, I no longer use the template myself but it is used for most management accounts for our clients as I actually outsource this also to these guys and not yet had a problem... just makes my life easier.


Sujen
 
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