Reporting

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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:

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.