This guide covers the creation of an interim financial statement in Netvisor. 

In Netvisor, it is possible to obtain financial statement material for a desired period. Reports are retrieved in the financial statement compilation view by changing the active period and manually entering the time frame.

This way, reports for the desired period can be obtained and an interim financial statement can be created. In the view, it is also possible to select the desired comparison period for the report.

The title of the financial statement can be changed if desired in the financial statement settings Financial Statement Settings. However, the header of the report will still read as financial statement.

If you want the fiscal year's profit/loss to be visible in the general and daybook, then the fiscal year should not be closed, but a unilateral entry of profit/loss should be made with a memo voucher. This can be done through manual voucher creation and the Automatic counter-entry suggestion and VAT calculation option must be in off mode to save the voucher. The voucher is made for the last day of the interim financial statement. Then, a counter-entry is made for the next day of the interim financial statement (the voucher can be copied as a mirror image).

Two financial statements cannot be created for the same period in Netvisor. If the interim financial statement is to be saved in Netvisor, it must be saved and manually transferred to the fiscal year archive attachments.


Keywords: Interim Financial Statement

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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