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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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