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Formatting Financial Statements

  • Report settings need to be filled before formatting the financial statements. Working Papers will not produce the draft financial statements or perform a year-end close unless this information is completed. For more information, see Entering Settings for Reports.
  1. On the Engagement tab, in the Setup group, click Mapping and then select the Report tab.
  2. Fill in the applicable fields. >>Quick Reference

Financial statements are customized to suit your needs.