Manage financial statements

Learn how to create a custom financial statement to suit your business needs from scratch.

Learn how to map accounts to any new or updated groups in your financial statements, to make sure they display correctly in the grid.

Learn how to manage your actuals, budgets, and other key data that appear in your financial statements—all in one place. The Manage Streams and Scenarios feature (also known as Combined Streams) gives you more flexibility and control over what data users can see when viewing your financial statements.

Learn how to set up your trial balance statement and check end-of-period balances, total balances for Balance Sheet accounts, year-to-date balances for Profit and Loss accounts, and Retained Earnings excluding current-year Profit and Loss movements.

If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.