This Lunch & Learn, presented by Martha Griffith, focused on how CFOs analyze financial statements to identify trends and better understand a firm’s financial health.

Martha demonstrated Unanet tools for customizing financial reports, including income statements and cash flow statements, and shared practical tips for improving financial reporting and system use.

Martha covered accrual vs. cash accounting and how Unanet can convert to cash basis.

She then demonstrated Financial Statement Designer, including building custom reports, setting up columns and lines, using financial statement groups, and key features like summary vs. detail, multi-org, and year-over-year reporting.