Financial Statements - Global Setup

The Global Setup tab allows you to define default financial statement settings. These can be changed in the individual statements. If a change is made at the statement level, it will be reflected in the Global Setup tab and vice versa. The expected workflow in a new client file, or first-time implementation of Financials, is to complete the Entity Information tab and then move to the Global Setup tab.

The Global Setup tab provides the ability to manage reporting dates, currency options, balances, table settings, and miscellaneous views.

How Do I?

Defining reporting dates

Defining currency symbol behavior

Defining reporting balances

Specifying certain table properties

Setting view behavior