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This text refers to program version 4.0  

Key Financial Ratios

Key Financial Ratios are different calculated values, used to evaluate the company and to give a simple indication to how the company is running. Financial Ratios are calculated using formulae, working with Account balances and various constants. Common Ratios are Turnover and Gross Profit.

Key Financial Ratios are user-defined: no samples are supplied with Hansa. You can define them using the Report Settings setting in the Nominal Ledger. Please refer to the page covering the Key Financial Ratios report for full details.

You can export the Key Financial Ratios either for the whole year or for a certain period.

Open the 'Exports' list window and double-click 'Key Financial Ratios'. The 'Specify Key Ratio Export' window is opened.

Period

Paste Special    Reporting Periods setting, System module

Enter the period for the Key Ratios you want to export. Hansa will suggest the first period in the Reporting Periods setting.

Object

Paste Special    Object register, Nominal Ledger/System module

Enter this field if you want to limit the key ratio calculations to Transactions for a certain Object. If the field is empty, all Transactions are included in the calculations.

Display Values in

Paste Special    Currency register, System module

Specify the Currency that is to be used in the export file. Leave the field empty to use the home Currency (Base Currency 1).

Including Simulations

Click this check the box if you want the export to include simulated transactions. Simulation rows of "Invalid" and "Transferred" Status will not be included.

One Column per Month

Use this option if you would like each month in the selected period to have its own column of data in the file.

Definition

Select one of these options to choose whether all or specific Key Ratios are to be included in the export file.

Click [Run] to proceed with the export, (or cancel using the close box). Hansa will open a dialogue box to let you name the file and select where it is to be saved.

Enter a name for the file. Click [Save] or press the Enter button.

A message window informs you about the progress of the export. The process can be interrupted at any time by pressing Esc (Windows) or ⌘-Full Stop (Macintosh).

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