Financial Statement Formats

Create a custom balance sheet or P&L report

Overview

By default, financial statements in Accountability follow your agency's account structure.  If you need a format that's different from the default structure, e.g. Management Summary version, you can create a custom financial statement format  within the Platform. 

Steps: 

Starting from the main screen 

1.     Navigate to ACCOUNTING > General Ledger > General Ledger Accounts 

2.     Select the Financial Report Formats 

3.     Follow the tutorial video below to create a financial report 

Video Link: https://www.youtube.com/watch?v=t3DJ5zIO0bs&t=69s

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