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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Overview

The Financial Reporter module enables you to use conditional expressions in your financial statement worksheet to set up an overdraft account. This allows you to display an account in a balance sheet as either a Current Asset or a Current Liability based on a debit or credit balance. On a month-to-month basis you can see the changes in the Account reflected in the correct section of the statement without having to make any sign changes based on a debit or credit balance.

See also: Overdraft account example

Alternate method

An alternate method for displaying overdraft information in financial statements is to use an automatic journal entry. For detailed information and examples, please see Automatic Journal Entries in Write-Up CS (PDF).

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