Financial Statement Editor

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Financial Reporter module

/_images/acct_pr/csa/frsicon.gif 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 statements are already included with your Write-Up CS and Trial Balance CS applications. You may modify and copy these sample statements and resave them either as global statements or as client statements (unique to the currently selected client).

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

To create a new statement, choose File > New and then choose File > Save As > Client Statement or File > Save As > Global Statement.

Note: The application determines the appropriate storage folder for the statement file based on your choice of either Client Statement or Global Statement.

To open an existing statement so that you may copy or modify it, choose File > Open > Client Statement, or choose File > Open > Global Statement.

To close the Financial Statement Editor and return to the CSA main window, click the Done button on the toolbar.


Related topic: About the Financial Statement Editor

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