About the Financial Statement Editor

Alerts and notices

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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

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