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Global Statutory Reporting

What are Global Statutory Reporting apps?

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

Planning

  • Create and set up an engagement file

  • Complete optimizer checklists

  • Import and manage data

  • Assign accounts to groups in the Data page

  • Cash flow import / copy-paste tool

  • Choose content language

Customization and Configuration Options

  • Define the engagement settings

  • Customize content in and financial statements

  • Customize presentation and formatting in the financial statements

Documentation and Review

  • Work with Review Tools in Global Statutory Reporting

  • Add and complete review notes (issues)

Conclusion

  • Print the financial statement document

  • Lock down the engagement

  • Carry forward an engagement

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