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"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Print Financial Statements

Use this screen to generate financial statements. You can print balance sheets, income statements, and statements of cash flows.

When you set up financial statements on the Manage Financial Statements screen, you specify contents and descriptions for each report line.

In addition to the general ledger account balances for any period in the selected fiscal year, the financial statements can display prior period balances, balances for the same period or periods in the prior year, or comparative budget data.

You can print financial statements at any time. We recommend that you generate preliminary versions of the financial statements early in the closing process to identify potential adjustments. After post all journals, calculate indirect rates, and compute and post revenue, generate the financial statements for distribution to management.

You must create G/L report tables before you run financial statements with comparison columns. Therefore, if you want to select comparison columns, you must run the Create General Ledger Report Tables process before printing your financial statements.

Before you generate a statement of cash flows, completely reconcile the bank accounts and all other balance sheet and income statement items. The statement of cash flows should be one of the last reports run when you are closing a period.

Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.