Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Manage Financial Statements

Use this screen to design your company's balance sheet, income statement, statement of comprehensive income, and statement of cash flows.

To generate financial statements in Costpoint, you must have at least one primary balance sheet and one primary income statement. Costpoint comes with the following default financial statements: Balance Sheet (BALSHT), Income Statement (INCSTM), and Cash Flow (CSHFLOW). You can design as many different sets of financial statements as you need, but only one income statement and one balance sheet can be designated as primary.

You can print financial statements for any level of an organization. (You select the organization level as one of the parameters when you generate the financial statements. For example, if you print at organization level 2, and you have five level 2 organizations, you get five sets of financial statements, one for each level 2 organization.)

Unlike the balance sheet or the income statement, the statement of cash flows is always primary and cannot be redesigned.

Note: The UI profile you are assigned may have caused some fields to be hidden on your screen. For more information, contact your system administrator.