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To edit income statement or balance sheet information:
Select the
customer. How? Select the
Financial Analysis tab.
The Financials screen appears. Do one of the
following:
To edit
a single statement, select view/edit in the row for the statement to be
changed.
The Financial Details screen appears. To edit
up to three statements, select the check boxes in the rows for the statements
and click Multiple Edit.
The Financial Details screen displays the statements you selected
(up to three).
To view a prior
statement on screen to guide your edits, select the statement from the
Select Prior Statement list. The Select Prior Statement list includes
any statements that are prior to the statements you are editing.
The Prior Statement column displays the entries for the statement you
select. Enter information
in the appropriate fields.
Notes:
When doing 'what
if" analysis, to calculate totals, ratios, and percentages without
saving the entries to the database, click Calculate after entering your
projections. You can export or print these projections before entering
the values you want to save to the database. You can disable
the calculation of summary line items for downloaded abridged financial
statements by clearing the selection from Calculate Summary Line Items. More If a financial
statement does not include both a balance sheet and income statement,
clear the selection from Financial Completed. When Financial Completed
is cleared, eCredit does not calculate ratios and cash flow for the statement
as these calculations would be inaccurate.
Note: When
doing 'what if" analysis, to calculate totals, ratios, and percentages
without saving the entries to the database, click Calculate after entering
your projections. You can export or print these projections before entering
the values you want to save to the database.
Click Save.
eCredit calculates the totals, ratios, and percentages.
Note: If
Check Balance Sheet is selected, eCredit validates that the balance sheet
entry for Total Assets equals the sum of the entries for Total Liabilities
and Owner's Equity.
From this screen you can also:
Add Comments
for the statement. How? Export the statement.
How?
Print the statement.
How?
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