Enhanced interface

Install financial graphs from the QuickStart library

When your company was set up, it included a library of financial graphs that you can use right away. In the QuickStart library, you'll find a set of graph templates that you can install and configure to suit more specific requirements.

The graphs in the QuickStart library are designed to work with your company "out-of-the-box." By tagging General Ledger accounts to system-defined categories, your accounts are automatically assigned to account groups that are used in the graphs.

To access the financial graph library, go to General Ledger > All > Financial reporting > Financial graphs. Select QuickStart library at the top of the page.

Subscription	General Ledger
Regional availability	All regions
User type	Business
Permissions	List or Add Financial Graphs

Libraries are available only if your company was created using a QuickStart template. To find out if your company was created using a QuickStart template, go to the Accounting tab on the Company information page (Company > Setup > Configuration > Company). If a template was used, the type appears in the QuickStart template field. If the field is blank, the company was not set up using a template.

After a graph has been installed from the library, it's added to the regular graphs list (General Ledger > All > Financial reporting > Financial graphs) where you are free to run the graph or customize it to suit your needs.

Install a graph from the QuickStart library

If someone accidentally deletes one of your graphs, you can use the Intacct Financial Graphs page to install a new version. The new version is identical to the one that was originally installed for your company when your company was created.

If a graph wasn't installed when your company was created, you can install a new financial graph exactly the same way.

Go to General Ledger > All > Financial reporting > Financial graphs.
Select QuickStart library.
Select Install along the same row as the graph you want to install.
Optionally, change the name of the graph, then select Save.
When you're done, select Done to return to the Financial graphs list and find the graph there.

Go to General Ledger > All > Financial reporting > Financial graphs.
From the Create dropdown button, select Create from library.
Select Install along the same row as the graph you want to install.
Optionally, change the name of the graph, then select Save.
When you're done, select Done to return to the Financial graphs list and find the graph there.

Field descriptions

Graph options
Item	Note
Install	Install the financial graph.
View graph	Display the graph. You can print it. You can also save it your local hard drive or copy and paste it into a desktop application. Select Close to return to the Financial Graphs list. If you have multiple locations in the company, you might not be able to view the graph at the top level.
Printable (PDF)	Display the Report prompt window in which you select the Department, Location, and As of Date for the financial report to view as a graph. Then select OK to display the graph in PDF format.