Ventures' latest feature allows you to create and customize templates for Financial Statements. For you convenience we have split our guides into three Knowledge Base articles. You can use this hub page as a table of contents, each article also contains links to the other articles, as well as back to this hub page.

To view how Administrators set up Custom Financial Statement Templates, please click here.

To view how Users use Custom Financial Statement Templates, please click here. 

To view how Administrators can edit templates and credit memos to look as they did before the update, please click here.