Statement sections per client
Choose which statement sections are shown for each client, to suit the entity.
The problem it solves
A trust, a company and an SMSF need different statement sections.
How it works
- Open the client's statement settings.
- Tick the sections you need.
- Statements include only those.
What your practice gets
- Statements tailored to the entity.
- Set once per client.
- Cleaner output.
Questions accountants ask
Is it per client?
Yes.
Can I add a section later?
Yes.
Are some sections entity-specific?
Yes.
Related features
Features that work alongside statement sections per client.
Financial statement pack
Build the full financial statement pack (cover, statements, notes and signatories) in the browser and export it to PDF.
VideoReports that do not break on one bad line
A single problematic transaction is set aside and flagged instead of breaking the whole report.
Profit and loss
A profit and loss report for any period, with comparatives and drill-down to transactions.
VideoProfit and loss by tracking category
Split the profit and loss into a column per location, department, job or cost centre, one tracking category at a time.
VideoBalance sheet
A balance sheet at any date with built-in checks, and a by-tracking-category balance sheet available as a section of the financial statements.
VideoSMSF statement of financial position
A balance sheet in the layout self-managed super funds use.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.