Documents: Improved Financial Statements

 CashFlowTool has improved the financial documents saved into your document library each time you update your financials.  Now a single Excel worksheet is generated which includes your balance sheet and profit and loss statement (income statement) for the last 5 full quarters plus quarter to date.

This replaces individual PDF files which were generated for each month resulting in a cluttered document library.  The improved Excel template:

1. Creates a single document in your library when financials are updated automatically replacing the previous version.
2. Includes both the balance sheet and profit and loss statement (income statement)
3. Includes exactly 5 full quarters plus quarter to date.