Financial Statements
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      How to access interactive financial statements

      The interactive financial statements follow the agency's account structure with custom reporting formats. The online P&L and Balance Sheet views allow easy transaction analysis, format switching, and diverse data insights on one page.

      Video Tutorial:

      Access the interactive financial statements

      Steps: 

      1. Navigate to ACCOUNTING > General Ledger.
      2. Select Profit & Loss Statements or Balance Sheet Statements.

        3.   Click Column Format and select from the list of available views

        4.   Optional select a Report Format depending on the audience.Interactive Financial Statement

      Use a financial statement format on the interactive Profit & Loss Statements and Balance Sheet.  Financial statement formats give agencies the flexibility to organize and present their balance sheet and income statement based on the audience for the information.  

       5.    Apply the relevant filters and select Load .

       6.    The interactive financial report will be presented on a different screenimage-png-Jun-06-2023-03-29-24-1716-AM

       7.    You can print or save the report as a PDF. 

      Get the underlying transactions for any amount in one-click 

      Steps: 

      1. Click on the amount to view the transaction page, or right-click on the amount to open the transaction page in a new window.
      2. The General Ledger Transaction Details are filtered based on the request parameters from the previous page.  
      3. The blue hyperlinks lead to the actual journal, allowing you to access system-generated transactions directly from this page.