About the Financial Statement Editor

Alerts and notices

Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Financial Reporter module

Use the Financial Statement Editor to create, copy, or modify custom financial statements that can also include bitmap images and full-color charts or graphs.

To create a new statement, choose File > New and then choose File > Save As > Client Statement or File > Save As > Global Statement.

To open an existing statement so that you may copy or modify it, choose File > Open > Client Statement, or choose File > Open > Global Statement.

To close the Financial Statement Editor and return to the CSA main window, click the Done button on the toolbar.

Note: The application determines the appropriate storage folder for the statement file based on your choice of client statement vs. global statement.

See also: Editing financial statements, overview

Special information

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