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How to: Set Up Account Schedule Columns Manually

After you have created a new account schedule and set up the rows in your account schedule, you must set up columns. You can either set them up manually or assign a predefined column layout to your account schedule. Otherwise, no information will display.

To set up account schedule columns manually

  1. In the Search box, enter Account Schedules, and then choose the related link.

  2. In the Account Schedule window, in the Name field, select the account schedule name, and then choose the OK button.

  3. On the Actions tab, in the General group, choose Edit Column Layout Setup.

  4. Fill in the fields in the Column Layout window. For more information about a specific field, select the field, and then press F1.

Note

A printed version of an Account Schedule can display a maximum of five columns. If there are more than five columns in an Account Schedule, only the first five will be printed. The preview will show you exactly how the rows and columns will appear in the printed version.

See Also

Tasks

How to: Create New Account Schedules
How to: Set Up Account Schedule Rows Manually
How to: Assign Predefined Column Layouts to Account Schedules
How to: Change Column Layouts in Account Schedules
How to: Create Account Schedule Columns That Calculate Percentages
How to: Set Up Account Schedules with Overviews