Navigating to the AFS (Desktop)

What it is: The path through the Draftworx Desktop interface to open the Annual Financial Statements view for a client.

What it's for

The Annual Financial Statements are the main output of a Draftworx engagement. Knowing the correct navigation path lets users move quickly from the client list or financial data screens to the AFS without searching through menus.

How to do it

1. Open the relevant client file.
2. Select Financial Data in the navigation.
3. Select Financials.
4. The Annual Financial Statements screen opens and is ready for review or editing.

Related concepts

• Annual Financial Statements
• Trial Balance

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-navigating-to-the-annual-financial-statements

Walkthrough: https://scribehow.com/viewer/Draftworx_Desktop_Navigating_to_the_Annual_Financial_Statements__DX094__JcUKMvobSrSWD8uuqTp2YQ