Getting Started with Cloud Financials

Getting Started with Cloud Financials

Before following the steps below, please ensure that all relevant staff have the Financials app enabled within their cloud account.


Step 1. Create a Cloud Financials engagement.



Step 2. Complete the Entity and reporting information optimiser.




Step 3. Import your trial balance into the engagement.




Step 4. Map your trial balance to the Cloud financials mapping structure.
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Step 5. Review and complete the financial statements and download in pdf format.




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