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Financial Statements

4 sessions in this series
Maximize your Financial Statements potential with our 4-part PUG.training series. Whether you're new, need a refresher, or want to sharpen your skills, this training is for you. Not using Financial Statements yet? Come along for valuable financial reporting insights and best practices.
Financial Statements

Financial Statements 101

Wednesday 22 January, 2025
2:00 PM AEDT

Easily analyze and report on financial performance to provide better visibility across the business.

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Mat Lowater
Mat Lowater
Customer Success Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, learn how to:

  • Build a customized financial statement to meet your specific business needs
  • Clone existing statements to create tailored reports for different audiences reducing manual work
  • Drill down to transaction level to quickly spot trends and identify risks 
Financial Statements 101

Financial Statements – Advanced

Wednesday 19 February, 2025
2:00 PM AEDT

Building on Financial Statements 101, create a consolidated financial statement to automate reporting and enable more informed decision-making.

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Ciara Blomgren
Ciara Blomgren
Customer Success Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, we’ll cover how to:

  • Get a detailed view of the performance of each subsidiary side-by-side
  • Review each region in its local currency and quickly switch back to the reporting currency
  • Create customized visualizations to see at a glance how the business is performing 
Financial Statements \u2013 Advanced

Ratios and statistical streams

Wednesday 19 March, 2025
2:00 PM AEDT

Keep track of the operational and financial metrics that drive your business.

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Kieran Taylor
Kieran Taylor
Customer Success Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, learn how to:

  • Use the customize statements functionality to calculate ratios (e.g. inventory turnover)
  • Add statistical streams, i.e. units sold, to your financial database
  • Create a calculation from statistical streams to combine operational and financial data allowing you to focus on the performance metrics important to your business 
Ratios and statistical streams

Cashflow - direct and indirect

Wednesday 16 April, 2025
2:00 PM AEST

Understand the movement of cash through your business to know your financial position at any given time.

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Linh Nguyen
Linh Nguyen
Account Executive
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, learn how to use:

  • Account mapping to create an indirect cashflow, highlighting working capital movements and looking at the operating, investing, and financing activities calculations
  • Use appropriate category groups to create a direct cashflow, helping the business to understand its cash position
  • Financial statements key functions to look at enhanced analysis on the cashflow statement, such as highlighting outstanding loan positions, and net borrowing calculations 
Cashflow - direct and indirect
4 sessions in this series

Register for Financial Statements now!