Financial Reporting

Workspace Setup

Configure the reporting profile before drafting statements.

Flowchart

flowchart TD
  A[Open Workspace Setup] --> B[Review reporting profile]
  B --> C[Set standards & defaults]
  C --> D[Save workspace]
  D --> E[Ready for engagements]

Flowchart: Workspace Setup workflow flowchart for Financial Reporting. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Workspace Setup from the sidebar (Reporting Profile).
Confirm company context and the reporting framework you will use.
Set defaults that statements and packs should inherit.
Save so new and existing engagements pick up the profile.
Return to the Dashboard when setup is complete.

Flowchart

Steps

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