Financial Reports

The leadsheets, balance sheet, and income statement reports are automatically created based on the financial groups assigned to each account in the financial trial balance.

Access Leadsheets

1. Click the engagement on the Engagement List page.

   Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

2. Click on the navigation bar and select Leadsheets , followed by the leadsheet name.

   Note: You can also access a leadsheet from Engagement View. Click next to the node or folder holding the leadsheet to expand it and show its contents, and then click the leadsheet index or name to open the leadsheet.

Access the Balance Sheet and Income Statement

1. Click the engagement on the Engagement List page.

   Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

2. Click on the navigation bar and select Financial Statements.

Note: You can also access financial reports from Engagement View. Click next to the node or folder holding the financial report to expand it and show its contents, and then click the report index or name to open it.