Mini Financial Statements

VP of Leasing, Accountants, Business Owners, and Financial Disclosure Reporting users can view mini financial statements at contract, lease component, activation group, or unit level in contract currency.

The following quarterly and annual statements are available:

  • Balance Sheet
  • Income Statement
  • Cash Flow
  • All

Users can also specify the accounting standard and year for the financial statements.

Note that application-wide financial statements can also be generated, but it requires the Financial Analysis Reporting Module license.

To view the mini financial statements:

  1. Load the contract, lease component, or activation group.
  2. Click Context Menu Financial Statement.
  3. Click the Level drop-down to select for which object the financial statement should be displayed.
  4. In the Standards drop-down list, select in which standard you would like to view the financial statement.
  5. In the Report Type drop-down list, select which type of statement you would like to view:
    • Balance Sheet
    • Income Statement
    • Cash Flow
    • All: Displays all three statements one after the other
  6. Click Year and select a specific year for which you would like to view the statement, or select to view it for all years.
  7. Click Frequency and select if the statement should be displayed quarterly or annually.
  8. To export the financial statement as an Excel file, click Export to Excel.

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