Planon Real Estate : RE Assets : Application settings : Company settings : Financial statements
Financial statements
There are some actions available actions that you can perform on financial statements. These allow you to manage and customize financial statements according to your needs, ensuring flexibility and control over your data.
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.