Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

A number of sample financial statements are already available with the Write-Up CS or Trial Balance CS software, which you may use or copy and modify as necessary for your own clients.

• Global statements. Choose File > Open > Global Statement and then select the desired sample statement. Global statements are saved in the c:\Wincsi\CSASys\Statements folder.
• Client statements. If you wish to customize one of these statements for a specific client, you need to resave it using the File > Save As > Client Statement while the client is currently open. Client statements are saved in the c:\Wincsi\CSAData\clientID folder.

See also: Editing financial statements, overview

Global sample statements

Account analysis

Balance sheet statements

Income statements

Cash flow statements

Footnotes

Ratios

Revenue and expense graphs

Retained earnings

Location > department

Partnership

Cash analysis graph

Other charts

Client sample statements

CSENG01, Engagement Sample Client

CSMAN01, Sample Manufacturing Company

CSNON01, Nonprofit Template Client

CSTBS01, Trial Balance Sample Client

See also

Financial Reporter Tutorial (PDF)

Sample Statements and Chart Examples (PDF)

CSA Guide to Working with Location > Department Clients (PDF)

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