Manage financial statements

Create and maintain financial statements to suit your business needs.

User permission: Manage Custom Statements

Use Manage statements to add, edit, hide, duplicate, and delete financial statements in your database.

In Financial Statements, click Statement > Manage Statements.

Get familiar with the Manage statements screen

The Manage statements page has three key elements:

1. Statement list

This is a list of the default financial statements in the database, plus any custom financial statements added by your organization.

Statements are grouped by type (Profit and Loss, Balance Sheet, and Cash Flow), so you can easily differentiate them.

Actions you can take here:

• Select a statement to edit

• Show or hide a statement

• Duplicate a statement

• Rename a statement

• Delete a statement

• Reorder statements - coming soon

• Add a statement

To get a better view of the statement editing area, you can resize the statement list or click the blue Hide button to remove it from view.

2. Statement editing area

This is where you view and edit the items in a selected statement.

See Edit a financial statement.

3. Exit button

This is how you return to the statement grid.

See Exit and rebuild the database.

Show or hide statements

Use the eye icon in the statement list to control whether a statement appears in the Statements menu.

• Click the icon to turn visibility off or back on again.

• When a statement is hidden, users cannot open it from the Statements menu.

• This does not delete the statement. It remains in Manage statements and you can show it again any time.

Reorder statements (coming soon)

This functionality is still in development.

Exit and rebuild the database

Changes to the statement list save automatically.

Changes inside a statement must be saved before you can exit.

After you add or edit statements, you need to initiate a database build for your changes to take effect.

Click Exit in the top-right corner, then choose one of these options:

• Build now: A database build is initiated and you return to the statement grid. This build process might take some time, depending on the size of your database. Keep an eye on the database status indicator. When the dot is blue, the database is being rebuilt. When it is green, the rebuild is complete.

• Build later: You return to the statement grid. The database will be rebuilt at the next scheduled build time.

If you choose Build later, you can manually trigger a database build at any time. Click the Build database now button next to the Exit button.