Financial Statements Automation

SevenExcel

New Member
Joined
Jul 2, 2024
Messages
1
Office Version
  1. 365
Platform
  1. Windows
I am seeking guidance on using VBA to automate the generation of monthly financial reports, including balance sheets, income statements, and cash flow statements. Our trial balances are generated through Microsoft Dynamics and we employ an internal mapping to link all TB accounts for financial statement preparation. Any insights or sample code would be greatly appreciated.
 

Excel Facts

Create a Pivot Table on a Map
If your data has zip codes, postal codes, or city names, select the data and use Insert, 3D Map. (Found to right of chart icons).
Why you need VBA to automate? There can be far better ways to do that. But you have to go through series of Data Analysis Videos to understand the process and suitable method for you of doing so.
 
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