Yes - Enabling rounding will round your financial statements rounded to the nearest dollar.

To turn on this setting, go to:

When you go to reporting, the period that the reporting is based on is the close that you're currently in. So if you want to deliver financials from prior periods, you need to go to an older close (or create one if you haven't).

Click the arrow to switch between different closes to deliver reports for different periods.

You can set practice-level legal disclaimers for your reports by going to:

You can set separate Cover Page and Footer Page legal disclaimers.

To add key accounts to the Profit and Loss or Balance Sheet:

Starred accounts, i.e., Hosting Fees (above), will now appear on the Key Profit and Loss or the Key Balance Sheet page in your Management Reports for this client.

To collapse the accounts in the Profit and Loss to show only Parent Accounts, enable the Collapsed setting in the report.

You can also enable Collapsed on the Balance Sheet to roll up all accounts to their corresponding categories. For example, this will roll up all bank accounts to the Bank Accounts category).

To change the order of the reports in the Financial Package section of the Management Report, click the hamburger menu and then choose the order of your financials.

If you call your Profit and Loss an Income Statement or you work with nonprofits and call it a Statement of Activity, you can change the titles of your reports in the Management Reports.

To change the titles, go to the report settings (⚙️ icon) in the top left-hand corner, click Report Titles, and update the titles to your preference.

To right justify the columns in your financial statements:

Note: enabling this setting will right-justify all financial statements in all Management Reports generated for all clients.