Finance
P&L, balance sheet, and trial balance produced from posted books.
Where to find it: Left menu → Finance & Accounting → Financial Statements
Step 1
Left menu → Finance & Accounting → Financial Statements. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick the period. Generate. Read with the trial balance. Export a pack for the board or auditor if needed.
Step 3
The statements should foot. If they do not, a journal is still draft or in the wrong period.
Yes. Financial Statements is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. Change source documents or journals, then regenerate.
