Accounting - Financial Statements

Navigation: Reports > Financial Statement. 
Purpose: To create and establish Financial Statement Reports within Shiftsuite.

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The Financial Statement provides a structured representation of financial information.

To generate a Financial Statement, follow these steps:

• Navigate to Reports > Financial Statement.
• In the Create Financial Statement form, choose the desired reports to include and click Prepare Statement.
• You can also attach relevant supporting documents, such as Bill Attachments and Corporation Documents, located at the bottom of the reports list.
• When closing the form, you will be prompted to save your selections for future use when generating Financial Statements for the corporation.

• The dates will automatically default to the Previous Month.

• Some reports may require additional details, which can be entered by selecting the relevant field (e.g., Cover Page Audited/Unaudited stamp).

• If your corporation has the Advanced Edition Community Website (CW), you can publish the Financial Statement(s) directly to the Board Library. To do this, click Publish to Community Website, enter the Library, Category, and Description and click Post.