Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use this dialog to choose which statements you would like to print and the options that govern the print job. You can specify the page numbering, the statement date, and the printer to which you are sending the statement. You can also use this dialog to preview statements before printing them.
Procedure
Use the following steps to open the Financial Statement Print Options dialog when the CSA main window is active:
- Choose File > Print Reports.
- In the Print dialog, double-click Financial Reports in the Documents tab to move it to the Selected pane.
- Click the Options button.
- In the Financial Statement Print Options dialog, highlight the statement(s) that you want to print and click the Select button, or double-click the statement(s) to move the item(s) to the Selected pane. Specify the print options on the bottom half of the dialog.
- Click OK to save the information and return to the Print dialog.
- In the Print dialog, choose whether you want to Preview or Print the statement(s) along with any selected reports or other documents. If you are a licensed user of FileCabinet CS, you may choose to store electronic copies of the selected documents in your FileCabinet browser.
Fields & buttons
Lists the statements available for printing. The C/G column indicates whether the statement is client-specific or global.
To select a statement for printing, double-click it to move it to the right-hand (Selected) pane.
To remove a statement from the Selected pane, highlight it and click the Remove button.
Lists the statements currently selected for printing. The C/G column indicates whether the statement is client-specific or global.
To select a statement for printing, double-click it to move it to the right-hand (Selected) pane.
To remove a statement from the Selected pane, highlight it and click the Remove button.
To change the print order of the statements listed in the right-hand (Selected) pane, highlight the statement that you want to move and then click the Move Up button or the Move Down button until the statement is located in the desired position. You may rearrange the statements in any order by following this procedure with each statement.
Mark one or both of the following checkboxes to indicate the statements that you want to appear in the left-hand (Statements available) pane of this dialog:
- Client-specific statements
- Global statements
Starting page number
Enter or select the desired starting page number to use for the selected statement(s).
Start page numbering over for each statement
To restart the page numbering for each statement selected for printing, mark this checkbox.
Use the Financial Statement Print Options dialog to specify the period end date for the statement(s) that you want to print.
The statement(s) will print with data values as of the selected date. If you want, you may specify the earliest date for which data has been saved for the client.
Notes
- The current Statement Date appears in a status pane of the bar at the lower-right corner of the CSA main window.
- When you advance the GL period, the Statement Date field updates automatically.
The number you enter here governs how many periods are included when current-period balances are printed in statements.
Example: If you enter a 1 for a monthly client, the current period is 1 month. If you enter a 3, the current period is 1 quarter.
For the current client you can select the number of years back that you want to print balances for by choosing a number from the drop-down list in the Years of Balances field. The default value is two years, and you may go back as far as ten years, provided the data is available.
Trial Balance CS only
Before previewing or printing the selected statement(s), you may choose to override the Basis for amounts included in the statements. Note that your selection does not permanently alter what has been saved for the selected statement(s).
You may choose one of the following options by selecting it from the F4 drop-down list:
- None (default selection, for no override)
- Adjusted
- Unadjusted
- Tax
- Report
- Other
CREATIVE SOLUTIONS ACCOUNTING
