Editing financial statements - overview

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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.

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Exporting a financial statement

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