If you are the firm author who is responsible for creating the firm template(s) for your engagement, the topics in this section will help you get started working with Financials.

• Initial Template Customization

In Financials, you can set the organization standards for the financial statements from within the CL - organization standards document.

• Organization Standards

As part of defining the standards for the client financial statements; there are options to help brand the financial statements for your organization. Template authors can manage the look and feel of the financial statements so that a consistent deliverable is provided across financial statements. Performing these tasks at the template level not only provides consistent deliverables, but reduces the amount of work that needs to be done in the client financial statements.

• Logos and Formatting
• Style Sheets and Page Setup

The topics in this section provide information about creating and editing the content that is contained in Financials.

• Knowledge Library
• Content Authoring
• Tables
• Table Formatting
• Notes
• Do-It-Yourself Tables
• Linkages

The financial statements document included with the template allows you to define and preview what the engagement team will work with when they create their engagement file.

• Financial Statements and Worksheets

If any customizations have been made to the master Financials template, the Repackage function must be run and the resulting template package (.cwp) file must be distributed to your Users and installed on their workstations.

• Repackaging and Distribution

If you are a user creating financial statements, the topics in this section will help you get started working with Financials.

• Using Financials

When you first start using Financials for a client, you will need to set up the client file to customize it for the client and the engagement.

• Entity Information
• Global Setup
• Statement Setup

Add and remove content, and control interactions with the content management system in the template.

• Insert
• Content Management

Customize the styles, formats, notes, and tables used within the financial statements.

• Format
• Table Tools
• Note Tools
• Home

Configure these documents to set up many of the values that will flow through the financial statements.

• Statement of Cash flows Worksheet
• Segment Definition Document
• Segment Reporting Worksheet

Work with multiple financial statements at once and manage knowledge sources.

• Multi-Financials
• Client Setup - Knowledge Sources

The Monthly Management Reporting feature will assist corporations and organizations to generate monthly management reports to stakeholders about the performance of the organization.

• Monthly Management Reporting