Financial Report Setup

Overview

GoldFinch allows you to run financial reports to “slice and dice” financial data anytime without closing a month.

Due to the complexity of the Financial Report Setup, currently only GoldFinch Support Desk can insert/modify/delete Financial Report Setup records.

Procedures

Navigate to Financial Report Setup.

Set up New or Edit existing Financial Report Setup. You can also Clone an existing Financial Report Setup to copy both rows and columns to the new Financial Report Setup.

You can define what you prefer to display for rows and columns.