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Financial Statement Formats

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Financial Statement Formats

Owned by Kyle Niekamp
Last updated: 06 20, 2022 by Claire Aleman

Overview:

The Financial Statement Formats window allows you to set up the format and contents of several different financial statements, including the following:

  • Income Statement
  • Balance Sheet
  • Budgets
  • Comparative financial reports

Benefits:

  • Create a variety of financial statement report formats for internal and external users
  • Financial reports are not limited to how your chart of accounts are structured. This process allows you to group accounts together for reporting purposes

Roles:

  • Accounting Manager
  • CFO

Location:

  • Financial & Accounting > Setup > Financial Statement Formats

Video:


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