User Help

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 organizings to generate monthly management reports to stakeholders about the performance of the organization.

• Monthly Management Reporting