What's New
What's New in Financials 15.00
What's New in Financials 14.00
Known Issues
Getting Started
Introduction to Financials
System Requirements
Getting Technical Support
End User License Agreement
Installing Financials
Installing Financials from CD for Firm Customization
Installing the Firm-Customized Template
Installing the Financials Template "as is"
Troubleshooting Installations
Updating Financials
Template Updates
Updating the master template
Updating a customized template
Updating Client Files
Upgrading from an older version of Financials
Troubleshooting Updates
Working with Client Files
Adding to an existing Working Papers client file
Creating a new client file from existing client data
Creating a new client file based on Financials
Using Financials and Audit in a Client File
Template Author Topics
Initial Template Customization
Authoring in Financials
Financials Workflow
Editing the template
Firm Information
Completing firm information
Staffing
Mapping and Grouping
Working with mapping and grouping
Organization Standards
Default Settings
Names
General Settings
Data Reporting
Setting the data reporting period
Branding
Logos and Formatting
Style Sheets and Page Setup
Content Creation and Editing in the Knowledge Library
Knowledge Library
Content Authoring
Tables
Table Formatting
Linkages
Notes
Do-It-Yourself Tables
Financial Statements and Worksheets
Financial Statements Overview
Regenerating the financial statements
Inserting a financial statement area
Worksheets
Multi-Financials
Creating a copy of the financial statements
Repackaging and Distributing
Overview
Repackaging the template
Template Updates
Updating the master template
User Topics
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
First Time Setup
Entity Information
Global Setup
Statement Setup
Add, Remove, Update Content
Insert
Content Management
Customize the Look and Feel
Format
Table Tools
Note Tools
Home
Supporting Worksheets
Statement of Cash Flows Worksheet
Segment Definition Document
Segment Reporting Worksheet
Other
Multi-Financials
Client setup - Knowledge sources
All Files
Template Author Topics
Initial Template Customization
Authoring in Financials
Financials Workflow
Editing the template
Firm Information
Completing firm information
Staffing
Mapping and Grouping
Working with mapping and grouping
Organization Standards
Branding
Content Creation and Editing in the Knowledge Library
Financial Statements and Worksheets
Repackaging and Distributing
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Template Author Topics
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Initial Template Customization
-- Template Author Help --
Initial Template Customization
How Do I?
Customization - Editing the template
Completing firm information
Working with mapping and grouping
More Info >>
Authoring in
Financials
Firm Information
Mapping and Grouping
Staffing
