Creating and Duplicating a Financial Statement Spec. ("FINS")

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Creating and Duplicating a Financial Statement Spec.

There are two ways that you can create a new Financial Statement Spec. The first option allows you to create a blank Financial Statement Spec., and the second allows you to create a duplicate of an existing Financial Statement Spec.

Create a New Blank Financial Statement Spec.

  1. From the General Ledger Homepage, navigate to the Financial Summary section and click on Financial Statement Spec. List.
  2. Click on any existing Financial Statement Spec.
  3. Once inside the Financial Statement Spec., click on the Organize button (white plus sign next to the action menu button) and click on copy record. This will refresh and bring you to the new Financial Statement Spec.
  4. Add a new Report Title and click “Add Financial Statement Report” in the righthand corner of the Axiom search bar.
    1. The new Financial Statement Spec. isn’t a record in the database until you push the “Add Financial Statement Report” button.
  5. Navigate back to the Financial Statement Spec. List, and you will see the new blank Financial Statement Spec. has been added.
    1. Notice that the new Financial Statement Spec. also has its own unique FINS report ID

Duplicate an Existing Financial Statement Spec.

  1. From the General Ledger Homepage, navigate to the Financial Summary section and click on Financial Statement Spec. List.
  2. Click on the existing Financial Statement Spec. that you want to make an exact copy of. 
  3. Click on the action menu button and select “Copy Specifications”. Then click the green “Copy Specifications” button.
  4. Navigate back to the Financial Statement Spec. List, and you will see the new Financial Statement Spec. has been added.
    1. The new Financial Statement Spec. you duplicated will have “(Copy)” at the front followed by whatever the original Financial Statement Spec. was titled. It will also have is own unique FINS Report ID
  5. Rename the Financial Statement Spec. and make any changes as desired. 

Return to Creating a Financial Statement ("FINS")

Return to Maintaining and Editing a Financial Statement ("FINS")