Editing financial statements - overview

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

This diagram provides an overview of the various processes involved in creating and editing financial statements using the Financial Reporter module. Click any portion of the diagram to see more detailed information.

new statement existing statement statement properties define rows headers and footers fonts account groups formulas variables conditional expression charts diagnostics define cols and cells preview drill down print basis

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