About the Financial Statement Editor

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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

Top of page

Share This