Creating and editing financial statements

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

A number of financial statement samples have been included within CSA. Before creating a new statement from scratch, you should view some of the sample statements to get an idea of what a completed statement looks like. You may modify these pre-formatted statements to suit your own needs.
For more information on opening and viewing the pre-formatted sample statements, Opening and view the pre-formatted sample statements.

There is no one right way to create a financial statement from scratch, so the information here is listed in a suggested order that describes the processes that you will use when creating statements. This same basic procedure should be followed when modifying an existing statement.

While defining the rows, columns, and cells of the statement, you may want to use a formula, insert a chart, or use variables.

Note: The default number of years of balances to display on a chart or financial statement is 2. You can change the Years of Balances option by selecting another number from the drop-down list in the Financial Statement Print options dialog.

See also: Printing a financial statement

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