Reporting and Financial Statements
How do I round my financial statements?
If you like to see your financial statements rounded to the nearest dollar, you can do that in Keeper.
To turn on this setting, go to:
- Practice Settings
- Practice and Statements
- Statements and Reporting
- Check Enable rounding
This will round all financial statements for all clients to the nearest dollar in your Final Review tasks as well as the Management Report.
How can I deliver financials for prior periods?
When you go to reporting, the period that the reporting is based on is the close that you're currently in. So if you want to deliver financials from prior periods, you just need to go to an older close (or create one if you haven't).
How can I add legal disclaimers to my Management Reporting packages?
You can set practice-level legal disclaimers for your reports by going to:
- Practice Settings
- Practice and Statements
- Legal Disclaimers
From here, you can set separate Cover Page and Footer Page legal disclaimers.
How can I add accounts to the Key Profit & Loss or Key Balance Sheet pages of the Management Reports?
You can add key accounts to the Profit and Loss and/or Balance Sheet from the Final Review section of the client's Close Page. Navigate to the Close page > scroll to the Final Review section > hover next to an account > select the Star to note a key account.
Starred accounts, ie Hosting Fees (above), will now appear on the Key Profit and Loss or the Key Balance Sheet page in your Management Reports for this client.
