Customize the financial statements content
As a member of the engagement team, you can modify the financial statements document for your engagement file. Once you've made your changes, your reviewer can look at the document and verify that it is ready to be finalized to the client.
You can customize your financial statements content to meet internal requirements or specific client requirements and prepare your financial statement for printing and archiving.
To start customizing the content, open your engagement file and select Documents from the top menu. Select the desired financial statement to open it.
Note: If you want to customize the financial statements content in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for more information.
For detailed instructions on customizing content in the financial statements, see the following topics: