Set your default view

When you access the Financial Statements module, the first statement you see and the way it looks is determined by the ‘standard view’ that is set up by the person in your organization who has permission to manage financial statements.

You can change this view to meet your own needs, by setting a default view. Then, whenever you access the Financial Statements module, you see the statement you need straight away, in your preferred view. For example, you might always want to start with a monthly view of your Profit and Loss or perhaps jump straight to the Balance Sheet.