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Create a financial statement

Add a statement to a financial audit engagement

To create a financial statement:

  1. Go to the Financial Statements menu of your engagement. Click ➕ on the bottom-left of the page to add a new statement.

  2. Enter a name for the statement.
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  3. Select a template (optional). If you don't use a template, your financial statement will follow the layout of the connected framework.

  4. Configure your statement as needed with sections, line items, and firm account mappings.

Connected frameworks

Financial statements need to be connected to the same financial audit framework (chart of accounts) as your trial balance. When you create a financial statement inside an engagement, Fieldguide will automatically select the correct framework.

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