Financial Statements

Review a financial reporting period

Organize statement review around financial periods.

User guide · 2 min read

Before you begin

Choose the financial period you intend to review. Ensure you are viewing the appropriate period before taking a review or posting action.

Open Financial statements and select the reporting period.
Review the period detail and available statement records.
Use the statement review page to inspect the information and available review actions.
Confirm review status before taking any posting action offered to your role.

Concept	What to know
Reporting period	The period that groups statement records.
Statement review	The screen for inspecting a statement and its available review actions.
Posting	A separate action when offered to your role. Reviewing a statement alone does not establish that it has been posted.

Check the selected period and the records available within that period.

Review the statement state and your permissions; do not assume every reviewer has posting access.