Where is the Statement of Position in Figured?
Statement of Position can be found under the Accounting tab in the Figured navigation bar.
Where is the data pulled from?
The unedited baseline data in your Statement of Position is pulled directly from the Figured Values on the Assets & Liabilities page. As you update your assets and liabilities (left), these will flow to the Statement of Position (right).
NOTE: When editing the values in your Statement of Position (right), this does NOT flow back through to the Assets & Liabilities page (left)
To enlarge this image, right-click and open a new tab
How do I navigate the data?
At the top of the page, you will find a secondary date selector.
The View as at field will allow you to view the Statement of Position at a certain time.
As mentioned above, this data is pulled directly from the Figured values on the Assets & Liabilities page.
Actuals to allow you to adjust the mix of Actuals and Forecast data displayed. We recommend users set the actuals to your accounting software's most recent reconciled data.