The closed fiscal year’s financial statements can be viewed conveniently in the Archived financial statements view, which aggregates the financial statements. The view can be accessed through Accounting > Archived financial statements.
When the financial year is closed, the following reports are automatically saved to the archived financial statements:
These reports are formed into the archive according to the program’s default search criteria so that all the entries that are interpreted as transactions are exported to the report from the start to the end of the fiscal year. The income statement and balance sheet are formed so that every account that has a balance is presented as their own row.
The reports will show up to the archived financial statements after the update during the night. This means that they can be viewed the day after the fiscal year has been closed. If the closed fiscal year is opened again for example for corrections, the already created reports remain in the archive. When the fiscal year is closed again later, the reports of the fiscal year that are in the archive will be replaced with the new updated reports.
In addition to the reports mentioned above, the following documents can also be exported to the archived financial statements:
- Balance sheet itemisation: The balance sheet itemisation can be exported to the archived financial statements through the Balance sheet itemisation view’s Export to archive button.
- Financial statement: The financial statement can be exported to the archived financial statements through the Closing of account tools view’s Export financial statement to archive button or Export from file to archive button.
- Attachment information: Attachment receipts can be added to the financial statement and these attachments are exported to the archived financial statements with the financial statement.
These manually archived documents will show up to the archived financial statements after the reporting database has been updated. The database can be updated for example in the Accounting reports view (Reports > Accounting reports) by clicking the Update reporting database button in the top bar.
The wanted report or document can be open with the Preview button at the top of the page. Reports or documents can also be deleted with the Delete button. For the deleting to be possible, the user has to have full privileges for archive financial statements.