Financial Reporting Beta
Project Reports
Assemble project-report packs for financing and planning.
Before you start
Before you start
- Sign in at my.aicountly.com with your organisation account.
- Confirm company, branch, and financial year in Manage before opening an engagement.
- Post and close books in Smart Books so trial balances are ready to import.
- Keep portal credentials in Vault when exports or filings need them.
Steps
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Step 1: Open Project Reports from Report Packs in the sidebar.
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Step 2: Select or create the project-report pack for the engagement.
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Step 3: Complete the schedules and supporting figures the pack requires.
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Step 4: Review narrative and numbers together before release.
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Step 5: Export the project report when stakeholders need it.
Show this as a diagram
flowchart TD A[Open Project Reports] --> B[Select project pack] B --> C[Fill project schedules] C --> D[Review narrative & numbers] D --> E[Export project report]
Ready? Try it now.
Open Financial Reporting in a new tab and follow along.