• Using Financials
  • Navigating using the ribbons
  • Supplying the product activation code
  • Generate financial statements from a client file
  • Accessing Working Papers
  • Accessing financial statement areas
  • Opening a worksheet
  • Interface Overview

Interface Overview

In Financials, you can configure the financial statements or any worksheet. To configure a document, open it from the Working Papers Document Manager, and then use the tabs defined in the document to configure it.

For the Financial statements document, the following tabs are defined:

• Entity Information
• Global Setup
• Statement Setup
• Home
• Insert
• Format
• Table Tools
• Note Tools
• Navigate
• Content Management

For the Statement of Cash Flows Worksheet, the Home, Format, Navigate, and Table Tools tabs are defined.

If the Segment Reporting Worksheet is included in your Financials product, the Home and Table Tools tabs are defined for it.

If the Segment Definition Document is included in your Financials product, the Home tab contains all operations that can be performed on this document.