Viewing Financial Statements

The financial statements are automatically created when you upload the trial balance. They are based on the financial groups, types, and classifications assigned to the accounts in the financial trial balance.

Tip: If needed, you can customize the rows of the financial statements by creating new financial groups or sub-groups, and then assigning these groups to the accounts in the financial trial balance.

To view the financial statements:

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Click on the navigation bar and select Financial Statements.
  3. Note: You can also access a financial statement from Engagement View. Click next to the node or folder holding the statement to expand it and show its contents, and then click the statement index or name to open it. This option is not yet available for consolidated engagements.

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Note: If this is an interim engagement, the accounts and balances are for the active period selected. To view another period, change the active period in the drop-down list.