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Author's profile photo Maya Shiff

Define Your Templates for Financial Reports

Presenting financial reports to different parties requires sometimes customized formatting. This is exactly what the SAP Business One Financial Report Templates are for!

Under the Financials module, you can create multiple templates for financial reports such as Profit and Loss or Balance Sheet.

You can choose whether to base your template on the company’s chart of account an then make the required adjustments such as adding subtotal, and changing the location of a given account, or start from scratch and design the complete template on your own.

When generating the report all you need to do is select your template in the selection criteria window:

Available in SAP Business One, version for SAP HANA and SAP Business One.

This tip and all the other tips are available on the Tip of the week community page. You can also visit the Implementation Arena for useful implementation tips.

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