Setting up departmental financial statements

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

  1. Open the client in CSA.
  2. From the CSA main window, choose Setup > Account Groups. Define account groups using only combining accounts.
  3. Choose Setup > Financial Statements and set up a combining statement for the client.
  4. Choose File > Save As to save the combining statement under a unique file name that identifies the first location or department.
  5. Select columns that contain amounts and select the appropriate location/department in Cell Properties.
  6. Make any desired changes to customize the statement for the selected location or department and then choose File > Save.
  7. Repeat steps 4, 5, and 6 for each location or department.

See also

Chart of Accounts > Create Location and Department Accounts

Chart of Accounts Mask: Additional Information

CSA Guide to Working with Location/Department Clients (PDF)

Using memo amounts in financial statements

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