Planon Real Estate : RE Assets : Application settings : Company settings : Financial statements
Financial statements
By configuring the financial statement, the system administrator can create a custom investment status and define how each line item should be calculated. A financial statement can be assigned to a cluster.
Proceed as follows:
Procedure
1. In the navigation panel, click Application settings.
2. In the data panel, under Company settings, click Financial statements.
3. Click Add financial statement - you can amend the financial statement to your own requirements. Once saved, the financial statement immediately becomes Active.
4. You can also edit existing financial statements. Select a statement and click […] behind its name. Then click the required option:
◦ Edit: to modify the content or details of an existing financial report.
◦ Duplicate: to create a copy of an existing financial report for reuse or time-saving purposes.
◦ Deactivate: to temporarily disable a financial report, making it inactive without permanently removing it.
◦ Activate: to enable a financial report that was Inactive, making it available for use again.
◦ Delete: to permanently remove a financial report from the system.