Financial Reporter module, features

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Financial Reporter module gives you virtually unlimited flexibility in report design. 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 the sample statements, then resave them as global or client statements (unique to the currently selected client).

Powerful reporting capabilities

Related topics

Editing financial statements, overview

Financial Reporter Tutorial (PDF)

Sample Statements and Chart Examples (PDF)

Sample financial statements (list)

About the Financial Statement Editor

Frequently asked questions

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