Start from: The Analytics dashboard.
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Navigate to Configuration > Financial Statements.
Creating a financial statement
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Select Add New to create a financial statement.
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Enter a Name for the statement.
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Select Save.
Defining access permissions
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Select Access in the statement’s row.
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Grant Permissions to specific user roles on the list.
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Select Close once you have granted all the necessary permissions.
Configuring and editing a financial statement
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Select Edit in the statement’s row to change the name.
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Select the blue arrow in the statement’s row to edit the structure.
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Once inside the statement’s structure, select Add New.
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Add relevant financial Groups and their Positions.
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Select Save.
Note: You can Edit or Delete records from this structure as needed.
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Select Edit on each record to define a color or change the record as needed.
Deleting a financial statement
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Locate the financial statement to be removed.
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Select Delete and confirm the action.
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The statement will be permanently removed from the list.
