Configuration Financial Statement

Planon Real Estate : RE Finance : Enterprise level setup : Configuration Financial Statement

The Global Administrator can detail the Financial Statement Structure), dependent on reporting and analysis needs.

This Structure consists of 2 parts:

1. General Structure - Financial statement configuration: groups/categories for General Costs can be added here (see Financial Statement Configuration: General Structure).

2. Excel Structure - Financial statement configuration: for importing (project) forecasts from Excel (see Financial Statement Configuration: Excel Structure).

In this structure, in addition to General Costs, groups/categories can also be added to other parts in the Cash Flow, Profit & Loss and Balance Sheet.

General ledgers can then be linked to the Structure of the Financial Statement (see Linking General Ledgers in the Financial Statement), so that Actuals can be imported.