Review account analysis in the financial statements
Based on your product setup, the financial statements document may contain a visual presentation of your client's accounts information to help you perform high-level analyses and identify areas of the trial balance that you need to investigate.
As you review the information, you can:
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Choose which analyses figures to view using the Select Graph drop-down.
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Use the Preliminary/Final switch (
) to view either the preliminary or final data in the figures. -
Display the figure in a full size across the section select using the Full size icon (
). -
Select the Edit icon (
) in the figure's title bar, then select the Add icon (
) to add an item to the figure or select Remove (
) to remove an item from the figure.Note: The Add icon (
) is only available if one or more of the predefined items in the graph are not included by default. Otherwise, the Remove icon () is on only available. -
Add comments or notes at the Edit documentation comments… text field.
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Choose which table columns to view using the COLUMNS button.
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Select the Reset to default icon (
) to reset the figure to its original state.
Tip: You can also close a figure (
) to have it removed from the display.
