Skip to main content
Skip table of contents

Previewing financial statements

Financial statements are displayed in the Report Preview window. You can use the Report Preview window to check the report accuracy. Some report options can be edited and you can share the report by printing, emailing or exporting it. You can also import it into Document Manager.


Print, email and export.  

Report Preview Area

Displays the report as it will be displayed when printed. From here you can investigate account balances, view and edit paragraph content and view value properties.

The examples in this help use an AU system. The NZ process is similar but you may see or use different options or details.

To preview reports
  1. Open the client’s Client Accounting > Reports  tab.
  2. Select the list of reports to be included and modify the report order as necessary.
  3. Select the financial reporting period.
  4. Click Preview Reports. The Report Preview window opens.
    A warning is displayed if there are unallocated accounts (accounts which have not been allocated to an account group) or duplicated accounts (accounts which have been added to more than one account group).

    A generating reports progress bar is displayed.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.