How do I Download the Financial Statements in PDF Format?

How do I Download the Financial Statements in PDF Format?

To download the financial statements in pdf format, complete the following steps:
  1. In the financial statements, click the printer button and select either:

    1. Download PDF (WMK) - standard PDF

    2. Download as PDF/A (WMK) - ensures formatting is preserved regardless of operating system or application
      Note: WMK - acronym for watermark



  2. Click Yes to continue the PDF process.
    Note: This dialog will not appear if all placeholders have been completed.



    • Related Articles

    • How do I Print Preview my Financial Statements?

      To generate a print preview of your financial statements follow these steps: In the financial statements, click the printer button and select Print Preview. Click Yes to continue the print preview process. Note: This dialog will not appear if all ...

    • Cloud Financials Process Map

      The Cloud Financials process map attached below provides Caseware Cloud Financials users with an efficient and effective step-by-step approach to generating a set of financial statements. To go alongside the process map, we have a series of FAQs to ...

    • How do I Adjust the Print Settings for my Financial Statements?

      The financial statements have both global print settings and print settings for each statement area. To adjust the global print settings, complete the following steps: Click the Document Settings button and select Document Print Settings. The ‘Print ...

    • 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. ...

    • How do I Edit or Delete a Watermark in the Financial Statements?

      By default, the watermark feature is turned on in the Cloud Financials template with the wording ‘Draft’. To configure the watermark settings in an engagement file, complete the following steps: Click the Document Settings button, and select Document ...