The following tutorials are available for the Brio Monthly Accounting Statements.
Welcome to Working with Monthly Accounting Statements
An introduction to the Brio Monthly Accounting Statements. Topics include how to navigate to the statements, and how to use the tool to generate reports. It also includes a description and sample of each of the monthly and YTD reports.
Filtering Results Using the SuperFilter A quick overview of some of the features available on the SuperFilter page, and how you can set additional limits on report results.
Saving and Restoring Filters How to save the filter the first time you create it and restoring it when needed, instead of re-creating the same filter over and over again.
Export Data and Show/Hide Columns How to export data from the SuperFilter page, and control which columns are included in the export.
Other SuperFilter Options Overview of the “AutoFit,” “Sort,” and “Help for this Section” options on the SuperFilter page.
If you have any questions regarding the new Brio Monthly Accounting Statements, e-mail Financial Reporting.
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