Client Setup in CBS
Accountant’s Assistant Handbook
127
Financial statement collections
Your clients can save time by grouping together multiple financial
statements that they print on a regular basis
to form a collection of
statements. This is similar to the report profiles you use in CSA. The
clients select print options for the individual financial statements in the
collection, and when they want to print financial statements they can then
select that collection instead of selecting the individual statements.
On the Financial Statements tab of the Queue Reports dialog, select
Collection from the Statement type column,
enter a description for
the collection in the Statement description column, and then click the
Jump to
record
button.
