Introduction
Appropriation Statement is a summary of the Operating Statement that highlights Net Profit/Loss, Distribution/Dividend allocations, and Accumulated Income/Loss for the period. It is available for Trusts and Companies.
Navigation
Navigate to Reports from the Main toolbar on the left side | ![]() |
Further select the Reports section | ![]() |
Instruction
1. Search for Appropriation Statement using the Search Report bar. Alternatively, locate the Appropriation Statement under Financial Reports.
2. Add the Appropriation Statement to Report Pack by selecting the Add To Pack arrow.
3. Users have the option to preview it or download it as a PDF, Excel, or Word document. Select to remove the statement.