Monthly > Financial Statement
      Back to home
      1. Dominion DMS Help Center
      2. Accounting Module
      3. Monthly > Financial Statement

      Run a Financial Statement

       

      Financial Statements are OEM-specific

      1. Navigate to Accounting > Monthly > Financial Statements
      2. Use the Financial Statement dropdown to choose the correct OEM.
      3. Use the Companies dropdown to select which companies to include in this Financial Statement.
      4. Use the Period dropdown to select the period to include.
      5. Use the dropdown to select the Year.
      6. Click on the [Calculate] button to confirm that your statement is in balance.
      7. Print and review before submitting to your OEM.

      Note that if the statement is not in balance, run the Trial Balance Report, make the needed corrections, and repeat step 6. 

       

      8a. If your OEM automatically transfers their data, click the  [Export] button to send the Financial Statement to your OEM.

      or

      8b. If your OEM requires a manual upload:

      1. Click the [Export ] button to Upload the file to your PC.
      2. Follow your OEM's procedure to send the Financial Statement to them.