Financial Statements

💡These articles explain how financial statements are created and how to use the Statement of Profit or Loss, Statement of Financial Position, Trial Balance and Financial Reporting Dashboard.

Articles#

• Financial Reporting Dashboard Interface: Describes the dashboard that lists out-of-balance transactions, allocation errors and accrual account balances.
• Financial Reporting Dashboard Tutorials: Shows how to fix out-of-balance transactions and allocation errors and add accrual accounts to the dashboard.
• How Financial Statements Are Created: Describes step by step how posted transactions become the financial statements, and what each statement shows.
• Statement of Financial Position Interface: Describes the buttons, filters and fields of the Statement of Financial Position.
• Statement of Financial Position Tutorials: Shows how to view the Statement of Financial Position for a period or entity and open a ledger account from it.
• Statement of Profit or Loss Interface: Describes the buttons, filters and fields of the Statement of Profit or Loss.
• Statement of Profit or Loss Tutorials: Shows how to view the Statement of Profit or Loss for a period or entity and open a ledger account from it.
• Trial Balance Interface: Describes the buttons, filters and fields of the Trial Balance.
• Trial Balance Tutorials: Shows how to view the Trial Balance for a financial year or entity and open a ledger account from it.