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Financial Statements

The Financial Statements feature gives users the ability to create dynamic financial statements based on the individual account profitability.  This feature creates a full income statement including margin, non-interest income and non-interest expense.  Financial Statements can be created at a variety of levels, including:

  • Account Level

  • Product Code Level

  • Product Group Level

  • Service Level

In addition, Financial Statements allows you to create full income statements at the officer, branch and regional levels, so that you can track performance on an income statement basis.

 

 

 

   

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