Financial Statements [Setup menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

If you are a licensed user of the Financial Reporter module (included with the Write-Up CS application), you can use the Financial Statement Editor to create, copy, or modify custom financial statements that can also include bitmap images and full-color charts or graphs.

A number of pre-defined global statements are already included with the application. You may modify and copy these and resave them either as global statements or as client statements (unique to the currently selected client).

From the CSA main window, choose Setup > Financial Statements.

Special information

The Financial Statement Editor is a special window that allows you to do all of the following:

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