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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

Financial Statements 101

Now on-demand

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

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Mat Lowater
Mat Lowater
Customer Success Consultant
Katie Horgan
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 101

Financial Statements – Advanced

Now on-demand

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

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Ciara Blomgren
Ciara Blomgren
Technical Pre-sales Consultant
Katie Horgan
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 – Advanced

Ratios and statistical streams

Now on-demand

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

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Kieran Taylor
Kieran Taylor
Customer Success Consultant
Katie Horgan
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
Ratios and statistical streams

Cashflow - direct and indirect

Now on-demand

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

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Linh Nguyen
Linh Nguyen
Account Executive
Katie Horgan
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
Cashflow \- direct and indirect

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