How to print a Statement

The statement is a snapshot of a team's financial condition as of a specific date.

To generate a Statement follow these steps.  As with the Trial Balance, the Statement is generated via the 'Manage GL Accounts' window.

First open the 'Manage GL Accounts' window.  Select the 'Accounting' menu bar selection and the 'Manage GL Accounts' options.

Below is a slide illustrating the chief accountant's menu bar selection.

In this slide is the 'Manage GL Accounts' window.

Once the window is open the Statement can be generated.   

Along the top of the 'Manage GL Accounts' window is the button labeled, 'Financial Statements.'  Click this button.  The Statement is produced.  All the financial statements are produced when the button is clicked.  The trial balance is displayed within the TeemWork screen.

Scroll to the bottom of the trial balance page.  At the bottom of the page there are two links.  Click the 'Statement' link.  The Statement page will be displayed.

Below is the top section of the Statement.

Click the above slide to view the Statement as it appears in TeemWork.

When the Statement opens it can be printed.  In this view, TeemWork is in 'Surf' mode.  Print the Statement with a click to the 'Printer' icon.

A copy of the Statement is saved on the hard drive of the local machine.  To learn more about the storage and fetching of stored financial statements, click here. 

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