Follow

Adding the director names to the directors report in Accounts Plus (Compac)

This tutorial will show you how add directors & details of their shareholdings to the directors report in Accounts Plus.

By the end of the article, you will be able to:

Article version: 1.0.
Difficulty: Moderate
Time to complete: 5 mins
Tested in version: 63a

 

Adding the director names to the accounts

This describes what the article covers, with links to subsections, as well as the article version number, the difficulty, and how long it should take

Steps

The first step is to update the Trial Balance to include the non-accounting codes.

Head to Trial Balance on the top toolbar, then select the non-accounting codes line, as shown in Fig.1:

Screen1.jpg
Fig.1: Enabling non-accounting nominal codes

Next, we need to view the Codelist:

Head to Trial Balance on the top toolbar, then select Codelist, as shown in Fig.2:

Screen2.jpg
Fig.2: Accessing the Codelist

Once in the codelist, we need to find the nominal codes for the Director names:

Scroll down to 901; codes 901-910 are for recording the director names, as shown in Fig.3:

Screen3.jpg
Fig.3: Director nominal codes

Select the line for nominal code 901, and press F2.

Type the name of the director into the box, as shown in Fig. 4, then press Enter.

Screen4.jpg
Fig.4: Edit Director names

Repeat for the remaining directors.

Fig. 5 shows what you would see when editing the fourth director name.

Screen5.jpg
Fig.5: Edit Director names (4th Director)

Once you have filled in the director details you need, close the codelist.

You should then head to Data List of Data Schedules. In the open list, select the line underneath Non-accounting figures, as shown in Fig. 6.

Screen6.jpg
Fig.6: List of Data Schedules
Press Insert then enter a number, as shown in Fig.7, and press Enter.
Screen7.jpg
Fig.7: Enter a data schedule number
Type a date for this 'journal' (as shown in Fig.8) and press Enter.
Screen8.jpg
Fig.8: Enter a date
Enter the account code for the first director (as shown in Fig.9) and press Enter.
Screen9.jpg
Fig.9: Enter an account code
Enter an amount (as shown in Fig.10) and press Enter.
Screen10.jpg
Fig.10: Enter an amount
Enter a narrative for the entry (as shown in Fig.11) and press Enter.
Screen11.jpg
Fig.11: Enter a narrative
Repeat for each director you need, then press Cancel. You should see something similar to Fig.12.
Screen12.jpg
Fig.12: The completed 'journal'
Close the List of Data Schedules, then head to Accounts List of Formats, and select the line CA1, as shown in Fig. 13
Screen14.jpg
Fig.13: The list of accounts

Summary

You should now be able to see the names of the directors (and shareholdings as applicable) on the directors report preview.

Screen15.jpg

Fig.14: The directors report preview

Screen16.jpg

Fig.15: The contents page preview

 

Article Version History

1.0. Added version 1.0. of the tutorial
Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request

2 Comments

Please sign in to leave a comment.
Powered by Zendesk