Verifying the statement time periods

To ensure that the statement provides information for the time periods you want, be sure the review the Month-End Date field on the Workbook Properties and make changes as needed.

The month-end date works in conjunction with any specific date options you select in the Content List and any custom date properties you apply to the statement design.

Note:

If you add this statement to a statement group, the reporting period selected for the statement group overrides the month-end date.

Concepts

About defining pieces of a statement

About the Month-End Date field

About financial statement designs

Tasks

Designing a financial statement

Adding your logo to a financial statement design

Entering formulas in the worksheet

Designing multilevel profit and loss statements

Designing an itemized profit and loss statement (account groups)

Opening a financial statement design

Viewing a list of financial statement designs

References

Profit and Loss Statement

Sales Tax Preparation report