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Reporting: Step 3 – Layout

Design the PDF of your financial statements – cover page, display, colors, and accounts.

In the Layout phase you design the PDF that is generated at the end. On the right you see a live preview (with sample values). The options you choose apply to the financial statements and to the meeting minutes, so everything looks consistent.

Among other things, you can configure:

Cover page

  • Show cover page
  • Logo, address line, and company name on the cover page

Display

  • Balance sheet on one page
  • Amounts without decimals
  • Show positions in % (balance sheet as % of total assets/liabilities, income statement as % of gross profit)
  • Table of contents
  • Period comparison – no change, absolute difference, or percentage change
  • Signature position (none, on the cover page, or at the profit allocation)
  • Page-number position and font family (e.g. Carlito, similar to Calibri)

Colors

  • Text, heading, and table colors, PDF background, and more

Accounts in the PDF

  • Show the account breakdown and account numbers in the PDF (for example “1000 Bank account”). Prerequisite: account mode must be enabled beforehand in the core statement.

Via Reset to layout default you can restore the defaults any time.

Read more: Overview and scope · Quality check and completion.

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Reporting: Step 1 – Core statement

In the first phase Arcarius builds the balance sheet, income statement, profit allocation, and notes – you review and adjust the figures live.

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Reporting: Step 2 – Extended reports

Cash flow statement, management report, meeting minutes, and withholding-tax declaration – the optional extended reports for your financial statements.

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