Reporting¶
The monthly statement is a compilation of common financial statements, including balance, income/expense, and year-to-date graphs. Once the accounts have been imported and cleared, then it is time to create a monthly statement.
Create a Statement¶
A monthly statement PDF can be generated with create-statement.sh.
create-statement.sh YYYY MM "NAME ON STATEMENT"
For example, to create a statement for January 2017:
create-statement.sh 2017 01 "Fancy Pants"
The result will be placed into /products/2017/2017-01.pdf
.
Uploading¶
Statements should be archived in a CMS for easier use. If you use Joomla for your CMS, then there are two URLs to know:
- http://YOUR.CMS/administrator/index.php?option=com_media&folder=statements
- http://YOUR.CMS/index.php/accounting
To add a statement, first upload the PDF via the Media manager. Once the PDF has been saved to the CMS server, then edit the Accounting page to include a link to the PDF.
- click gear dropdown icon
- click “edit”
- at the bottom of the edit form, click “toggle editor”
- cut-and-paste a link to a previous month and update it for the current month.
NB: multiple files can be uploaded at once.
Next steps¶
Next read about Reading the Statement.