Financial Reporter module, features

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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

Share This