Financial Statements

ERP Cloud
Note: From Summer 2021 Financial Statements is being replaced by Financial Report Builder. Depending on your current org configuration you might need to request the installation of another package by raising a case with Customer Support.

The Financial Statements app provides you with the following financial statements:

  • Trial balance
  • Income statement

Before using Financial Statements you must ensure that your administrator has granted you the following permission sets:

  • Einstein Analytics Platform Admin
  • Financial Statements Reporting

For more information, see Using Financial Statements.

Chart of Accounts Best Practice Structure

We recommend that you organize your chart of accounts according to the best practice described in "Chart of Accounts Best Practice Structure" in the Accounting Help, to ensure your financial statements are accurate.