Financial Statements

4 sessions in this series

Back by popular demand! Our Financial Statements series is back, giving you another chance to get the most out of your Financial Statements solution. Whether you're a first-timer, need a quick refresher, or want to sharpen your skills, this series has something for everyone—even if you're not currently using Financial Statements.

Financial Statements 101

Friday 11 July, 2025

2:00 PM AEST

Easily analyze and report on financial performance to provide better visibility across the business.

Mat Lowater

Customer Success Consultant

Katie Horgan

Product Marketing Manager

In this session, learn how to:

Build a customized financial statement to meet your specific business needs
Clone existing statements to create tailored reports for different audiences reducing manual work
Drill down to transaction level to quickly spot trends and identify risks

Financial Statements – Advanced

Friday 25 July, 2025

2:00 PM AEST

Building on Financial Statements 101, create a consolidated financial statement to automate reporting and enable more informed decision-making.

Ciara Blomgren

Customer Success Consultant

Katie Horgan

Product Marketing Manager

In this session, we’ll cover how to:

Get a detailed view of the performance of each subsidiary side-by-side
Review each region in its local currency and quickly switch back to the reporting currency
Create customized visualizations to see at a glance how the business is performing

$Financial Statements \u2013 Advanced$

Ratios and statistical streams

Friday 8 August, 2025

2:00 PM AEST

Keep track of the operational and financial metrics that drive your business.

Kieran Taylor

Customer Success Consultant

Katie Horgan

Product Marketing Manager

In this session, learn how to:

Use the customize statements functionality to calculate ratios (e.g. inventory turnover)
Add statistical streams, i.e. units sold, to your financial database
Create a calculation from statistical streams to combine operational and financial data allowing you to focus on the performance metrics important to your business

Cashflow - direct and indirect

Friday 22 August, 2025

2:00 PM AEST

Understand the movement of cash through your business to know your financial position at any given time.

Linh Nguyen

Account Executive

Katie Horgan

Product Marketing Manager

In this session, learn how to use:

Account mapping to create an indirect cashflow, highlighting working capital movements and looking at the operating, investing, and financing activities calculations
Use appropriate category groups to create a direct cashflow, helping the business to understand its cash position
Financial statements key functions to look at enhanced analysis on the cashflow statement, such as highlighting outstanding loan positions, and net borrowing calculations