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You can define the format of Financial Statements automatic documents to be based on the client’s chart of accounts or the mapping database. For more information on automatic documents, see Automatic Documents.

Note: For more customization options, we recommend using CaseView to create financial statements. CaseView is a combination word processor and spreadsheet application with built-in accounting features that are ideal for producing financial statements. When using CaseView to create financial statements, it is not necessary to set up the Report tab. For more information, see CaseView help.