Reporting entities

The Reporting Entities screen's used to view, create, edit, and delete entities and their financial periods.

Add a reporting entity

You must have an entity for each report you prepare in the system. Entities are based on standard templates provided by Thomson Reuters.
To add a new reporting entity:
  1. Select
    +Add New Reporting Entity
    .
  2. Enter the code and name for the new entity, then select
    Save
    .

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