T+多公司的利润表(分板块经营)怎么使用?
T+-多公司管理【业务场景】:
客户总公司下设了多个分公司,每个分公司都有独立的账套(每个分公司属于自己的业务(旅游、餐饮、影视、为单独的账套),但是涉及的领域无法直接汇总在总部一张财务报表上显示。
【问题分析】:
需要账套下穿透查询其他账套财务,可以开通【多公司管理】-【使用利润表(分板块经营)】
同类项目的不同账套可以合并在同一列(项目)取值。
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/1_b223fupbmng.webp
【操作步骤】:
1、总部账套【系统管理】-【功能启用】-启用【多公司管理】
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/2_pdfyiyz3rq0.webp
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/3_mh2wfc3pno0.webp
2、设置需汇总的分公司账套【系统管理员admin】-【多公司管理】-【授权管理】;
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/4_nl0cqrz4uyn.webp
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/5_2hahusnwhtg.webp
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https://o.oyonyou.com:9600/chanjet/guide/T+/37676/7_knbrqfo5ox1.webp
3、总部账套--启用【原报表】专属云以上的不显示(原财务报表)的;
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/8_zip1cielmsx.webp
4、【系统管理】-【选项设置】-【财务】-【财务报表】-使用(原财务报表);
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/9_1leufofc2qu.webp
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/10_yntdlelle4g.webp
5、设置报表模板取值,【原财务报表】-【模板设计】-【模板分类】-【多公司模板】-点开(利润表(分板块经营))模板,设置公式;
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/11_ckmyktzi3fp.webp
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/12_cdnfrjxcdry.webp
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/13_qeqonn30vqs.webp
6、修改模板公式;
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/14_z1xv1nyw23f.webp
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/15_zvhxgiw0xoc.webp
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https://o.oyonyou.com:9600/chanjet/guide/T+/37676/18_jsrbmtehfrk.webp
注意:其他单元格一样的设置,注意科目编码、科目方向。
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/19_wbrxvm15a1c.webp
【效果】:
查看相同项目(002+004账套)数据合计情况
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/20_2yrrpceeaiy.webp
https://o.oyonyou.com:9600/chanjet/guide/T+/37676/21_veie3hg21el.webp
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https://o.oyonyou.com:9600/chanjet/guide/T+/37676/23_iptu5k4oggw.webp
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