After previewing your financial statements, you can print or email them. If Document Manager is installed, the file can be imported into Document Manager.
The financial statements can be printed from the Report Preview window.
- Go the the Client Accounting Reports tab, select a report and click Preview Reports at the bottom. See Previewing financial statements.
- On the Report Preview window toolbar, click Print. The Print window appears.
- Select the printer and edit the printing preferences as necessary.
- Click Print.