Manage financial statements

If your administrator gives you permission to manage custom statements, you can manage your organization’s financial statements via the Statements window in the Financial Statements module.

In Financial Statements, click the Statement menu > Customize Statements to open the Statements window.

If you do not see the above options, it means you do not have permission to manage custom statements.

The Statements window displays a list of the default financial statements for the underlying database, plus any custom financial statements you have created or other users have shared with you. This is the list of statements that displays when you click the Statements menu button.

You can take the following actions: