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Financial Reporter

Financial Statement Best Practices for Write-Up CS

Level: Intermediate

This workshop is designed to help streamline the financial reporting process and identify its best practices when using Write-Up CS and Trial Balance CS. Standardization when creating financial statements is critical. Using the features of Write-Up CS and/or Trial Balance CS, we’ll take a look at the requirements for financial statement decision making, the benefits and challenges of standardizing Chart of Accounts data, proper use of Account Groups and Grouping Schedules, strategies for effective statement formatting, and the creation of Master Clients. This course is best suited to users interested in maximizing the efficiency of both existing and new statement procedures and who possess a general familiarity with and understanding of the Financial Reporter module for Write-Up CS or Trial Balance CS. Prerequisites: General understanding of the Financial Reporter module, Write-Up CS, and/or Trial Balance CS. No preparation is required prior to this class. This course requires a high-speed Internet connection. Target Audience: Firm managers and administrative professionals.

Course Objectives:

  • Proper use of account groups and grouping schedules
  • Creating Master clients
  • Formatting statements

View Topics...

  • Develop a strategy for formatting statements
  • Standardize Chart of Accounts data
  • Create a standardized grouping schedule or set of account groups
  • Use conditional expressions to create optional printed sections or warnings within a statement
  • Develop a master client template for easy replication of your statement standards

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