Accounting Generate Statements Window

This tool could be use to get the clients financial statements.

To see reporting:

1. Go to Finance & Accounting in the left side panel.
2. Click on Accounting Tools.
3. Click Accounting Generate Statements Window.
   
   
4. On “Statement Cutoff Date”, select the date of the report to view.
   
   
5. Click on Refresh.
   
   
6. Click on the drop-down “Select Reports...” and select the report you want to view. 
   
   
7. Click on the Check boxes to select the report or reports you want to export. 
   
   
8. You can Include All Balances and Process By organization by clicking on the Check boxes.
   
   
9. Click Print to and select how you want to view the report.