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Financial reports and planning

Select a company before opening financial statements

Load one legal company's accounting policy and reports.

Updated 2026-11-11

Financial statements use the selected legal company's books. If Reports asks you to select one company, choose it in the sidebar before opening a statement. The company determines the accounting source, reporting currency, book settings and permissions used for the result.

Wait for the accounting-policy check to complete. If that check fails, retry it rather than treating a blank screen as a zero balance. A report cannot be interpreted reliably when its source and policy are unknown.

After the statement loads, verify the company and reporting period before exporting or comparing amounts. Organizations with several companies may have similarly named accounts but different activity and source systems. A report for one company does not automatically represent the whole organization.

If the company you need is not available, ask its administrator to review your access. Do not use another company's statement as a substitute. When investigating a discrepancy, include the selected company and exact report period so another authorized reader can reproduce the same view.

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