The Schedule Summary Report provides a high-level overview of account balances across selected schedules and control numbers. It is designed for users who need a quick snapshot of financial positions without diving into individual transactions. For example, when reviewing customer balances, warranty receivables, and departmental control totals.
When to Use It:
- Monthly Reviews: To check which accounts have outstanding balances at a glance.
- Quick Validation: When confirming that balances align with expectations before deeper analysis.
- Executive Reporting: Useful for sharing summarized financial data with leadership or non-finance teams.
- Preliminary Reconciliation: A starting point before using the Schedule Detail Report for deeper investigation.
Who Uses the Schedule Summary Report, How Often, and Why
