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Consolidated Financial Statements: Get started with consolidated financial statements

First, you will want to make sure you have an add-on installed. Navigate to "Add-ons", select the appropriate add-on and click the add button for the add-on you are wanting to install. Follow the installation prompts, the add-on you select will be providing data in real time. Please read more on installing a specific add-on here.

Next you navigate to "Reports" where a list of your already created reports will be listed. You can then create a new report by clicking "Create". Follow the prompts selecting "presets" and then the financial report you desire. From here you are able to supply a name and description, as well as the date range for your report. Lastly select the add-ons you are wanting on this report and click save.

Now you are able to view your report and add notes or adjust the currencies of each organisation/company file and the final total all independently of each other. You can also share reports with users by using the "Settings" button on each report. Adding users to reports is a great way to share your data, advisors could use this method to showcase a customers work. You can read more about adding a guest user to your organisation here. Once a user is a guest, they can be added by navigating to report and clicking the settings button for the dashboard. Select the user from the dropdown menu and click save, they will now be able to view and edit the dashboard.