The Renewed financial statement view replaces the previous Word document-based workflow for preparing financial statements in Finago Procountor. However, the Word versions will remain available in the traditional views for now.
You can now create a complete, professional financial statement document directly in Procountor without a separate Word file. The document can be exported in PDF format for sharing with other stakeholders.
Using the feature
To make the new feature visible, the renewed views must be activated in Procountor under Basic information → Activate views.
Once you have the renewed view enabled, you can find the new financial statement view in Procountor under Accounting → Financial statements (new). The new financial statement can also be accessed via the Procountor search bar.
Click “Create new”, after which the other tabs will be activated.
User rights and access to the tool
The new financial statement view is only available in Procountor’s renewed views.
The existing user rights serve as the basis for the user rights of the renewed financial statement. User rights can be edited in Procountor under Users and user rights → Accounting → Financial statement tools.
Below is a description of how different user rights affect what a user can do in the renewed financial statement.
All rights: Create, edit, save, export to file, mark as complete, and reopen locked documents → i.e. write access
Viewing rights: View documents in read-only mode; cannot create or edit. Files can be added → i.e. read access
No access: No access to the view
Starting page
On the Starting page, the basic information for the financial statement is defined before starting the editing:
Template
Select a Procountor default template or a previous financial statement (if available).
If the previous document has been prepared in a specific language, the language selection in the copy will be locked to that language.
Financial year
All open and closed financial years are available for selection. The financial statement can be created for a closed financial year.
Financial statement / Interim statement
The interim statement is not yet available and will be introduced later.
Language
You can select Finnish, English, or Swedish as the language.
By default, the program suggests the company language defined in Procountor under Management → Basic info.
The selected language determines the language of the notes and other default texts.
Starting the financial statement
After the financial statement has been started and the selections have been made once, the selections on the Starting page will become read-only (greyed out). The selections cannot be changed afterwards.
The Reset button in the Functions menu clears all data and returns you to an empty start tab.
The action cannot be undone, and cleared data cannot be restored.
The Discard button restores changes to the previously saved version.
Important note on default report formulas: On the starting page, a reminder is shown that balance sheet and income statement modifications must be made in the Default report formulas view (Management → Accounting settings → Default report formulas), not in the financial statement editor.
Read more opens an information window explaining the purpose of report formulas and how settings can be copied from one environment to another using the “Edit as text” function.
More information about default report formulas and how to edit them is available in the user guide article Default report formulas.
Structure of the financial statement document
Starting page: Select the template, financial year, and language, and start the financial statement
Balance sheet: Import and review balance sheet figures
Income statement: Import and review income statement figures
Notes to the financial statement: Edit and organize notes
Additions: You can upload optional reports: Cash flow statement and annual report.
Preview: Review the completed document and export it (PDF)
Signature: Define signatures
Each tab displays a subtitle indicating the financial year in the format "Financial year: dd.mm.yyyy–dd.mm.yyyy".
You can navigate between tabs freely without saving – changes are retained in memory. Unsaved changes are only warned about when you are leaving the editing view entirely.
Changes are saved using the Save button in the top right corner.
Balance sheet and income statement
The balance sheet and income statement figures are automatically imported from Procountor accounting. When the document is created, the program uses the accounting data available at that time.
Subsequent changes to entries or default report formulas do not automatically update the saved document. However, changes made in accounting can be reflected by clicking the “Refresh data” button. The preview and PDF output use the same saved accounting data.
Report settings
The dialog includes a link to the Default report formulas view, where balance sheet and income statement settings can be edited. The selections are saved in the database and also affect the layout of the exported document.
The “Report settings” button opens a dialog:
Report type: Default report or Short (the short report retrieves data from the default report formulas)
Show all accounts: Yes / No
Density selection
The density selection is used to select Compact, Standard, or Spacious display style. The selection also affects the exported document.
Column headers
Balance sheet: Name / Current financial year / Previous financial year
Income statement: Name / Current financial year / Previous financial year
If there is no previous financial year (for example, a new company), the program automatically removes the third column.
In the exported balance sheet PDF, Assets and Liabilities always start on separate pages by default.
The default report formulas allow, for example, the following modifications to the balance sheet and income statement:
Bold formatting (including the header row)
Deleting a row
Adding a row
Removing rows with zero values (the Hide if zero setting must be selected for the column)
Adding or removing indentation
Notes to the financial statements tab
In the panel at the top of the Notes tab, you can find the following buttons and functionalities:
Edit: Enables editing mode for the notes tab
View: Returns the note tab to read-only mode
Order & Filter: You can choose which notes from the Procountor template are included in the document. You can also change the order by dragging and dropping note rows.
Only selected notes are included in the document
Remember to click Order & Filter at first to be able to drag the notes
Create own Note: You can add a new, custom note. Button appears when you're in Edit-mode.
Edited notes are marked with a pencil icon. The icon remains next to the tab title when navigating to another tab.
Creating an own note
“Create own note” adds a new draft note at the bottom of the page. The following elements can be added to the note:
Main heading: Required field – the note cannot be saved without a main heading. Maximum 255 characters.
Subheading: Optional field. Maximum 255 characters
Text field: Required field. Maximum 2000 characters
Table: Optional field. Adds an empty table (max 6 columns, 2 rows) with editable cells. Maximum 255 characters per cell
The order of sections can be changed by clicking Order & Filter and then using the drag and drop functionality on the section you wish to move.
Removing a section (except the main heading): in edit mode, click the Remove icon.
Editing a note to the financial statements
Editing an existing note is enabled by clicking the Edit button. This opens edit mode and displays buttons for adding a text field, table, and subheading.
Changes are saved by clicking Save.
You can return to view mode using the View button.
The following functions are available below each note:
Change order – you can rearrange items within the note by drag and drop
Edit fields and rows – you can modify the content and formatting of the note
You can add or remove rows.
By selecting multiple rows, you can delete multiple rows at once.
B → Bold text
Text indentation
Text alignment: left, center, right
Number of columns – you can select from 1 to 6 columns
Density – you can select Compact, Standard, or Spacious
The eye icon allows you to hide the header row. This also affects the exported PDF.
Remove – removes a specific section of the note (remove button)
If you want to discard unsaved formatting changes, click the Discard button.
Pre-filled table values
The following sections are automatically populated from accounting data:
Changes in Capital and reserves
Calculation of distributable unrestricted equity
These values are also included in the exported PDF document.
Additions
On the Additions tab, you can upload optional reports: Cash flow statement and annual report.
When the financial statement is archived (Actions → Archive financial statement), the documents included in the financial statement (such as the annual report) are combined into a single PDF file.
The maximum file size for attachments is 3 MB per file and only PDF format is allowed.
The Additions tab also includes a list of accounting records and materials.
You can edit the information by clicking a cell.
You can remove and add rows.
Save the changes using the Save button.
Preview and export
On the Preview tab, you can view the final PDF of the financial statement document.
The preview is updated when you click the Save button in the view.
Edit the content order – change the order of sections in the exported document by dragging
The PDF export buttons are located on this page.
The Cash flow statement and the annual report are shown in the table of contents and in the exported file in the selected order.
The balance sheet and income statement use the accounting data as it was at the time the financial statement was created, OR, if the figures have been updated, the data as it was after using the Refresh data function.
PDF export structure and page numbering
The PDF export follows the structure below:
Cover page (company name, Business ID, registered address, financial year, author)
Table of contents (page numbers and clickable links)
Balance sheet
Income statement
Notes to the financial statements
Signatures
Auditor's note
List of accounting records and materials
Page numbering starts from the Balance sheet page and is displayed in the top right corner in the format “3 / 16”.
The exported file supports Finnish and English translations for all section headings. Assets and liabilities always start on separate pages.
Basic info
You can edit the name of the author of the financial statements in the basic info.
Other details (domicile, address, and Business ID) are set directly from the company’s information. If you want to change them, go to Management → Company info → Basic info.
Changing the order of sections
On the Preview tab, the Edit the content order button opens a dialog where you can change the order.
Signatures
On the Signatures tab, the signing details of the financial statement are defined.
Place and date (optional field)
Signatory details: Name and Title (required fields)
The “New signatory” button adds a new row (maximum of 20 signatories)
The first signatory row cannot be deleted, but the fields can be cleared
The signatory details are saved in the database and are retrieved the next time the editor is opened
Auditor's note
Auditor's Note
Place and date
Auditor
Audit firm (optional)
Auditor's name and title
Mandatory information is marked with a star.
Unselecting the checkbox “An auditor will check the financial statement" – removes the auditor section from the document
Saving and managing changes
The Save button (top right corner) saves all changes to the financial statement, including unsaved changes in individual notes.
The Discard button discards unsaved changes.
Navigating between tabs does not cause any loss of unsaved changes.
Unsaved changes are only warned about when the user leaves the financial statement view entirely.
Archiving the Financial Statement
The financial statement can be archived before it is marked as ready from the Functions menu.
Archive financial statement – Archives a completed (but not yet marked as ready) financial statement to the archive.
This function archives the financial statement and the documents to be included in it to the Archived financial statements view in the same format as shown in the editor view.
Attachments are archived as a separate file to the archive.
The archived financial statement data can be viewed in the program under Accounting > Archived financial statements.
Export from file to archive
With this function, you can archive your own file from your computer to the archive before marking the document as ready.
Please note that this version will overwrite any previously saved financial statement in the archive.
Please note that attachments are not archived using this function.
Note! Archiving will be further developed so that the document can also be marked as finished and also that attachments are always archived.
Mark as ready and lock
On the overview page, in the Financial statement document menu, you can mark the financial statement document as ready.
You can navigate to this section from the Preview tab via Back to financial statement and by clicking Mark as ready.
On the overview page, click Mark as ready → a confirmation dialog opens.
After confirmation:
the status changes to Ready
a lock icon is displayed
the document becomes read-only
The Ready status is shown in the top right corner. The document is saved as a template for future use.
After locking, to make changes, click Unlock document. The document returns to In progress status.
The Unlock document button is not available to users with viewing rights only.
Closing or restarting the document
On the Preview page, the Back to financial statement button takes you back to the overview page.
Final completion is done using the Mark as ready function on the overview page.
In the Financial statement document Actions menu, the Reset button clears the document (confirmation required).
Error situations and validation
Below is a description of the error messages provided by the new financial statement view and how to resolve them.
No open financial year: In the Financial statements → Created financial statements view and when using the Create new button, the message “No data to display” is shown to the user, and it is not possible to select a financial year
Main heading empty when saving: Saving is prevented, and the program displays the error message “Fill in required fields”
Maximum character limits for subheadings, text fields, and cells:
Subheading: 255 characters
Text field: 2000 characters
Table cell: 255 characters
Attachment over 3 MB: Upload is prevented. The program displays the error message “One or more files are too large or the file format is not supported. Check the file size and type and try again.”
Non-PDF file uploaded to the archive: Upload is prevented. The program displays the error message “One or more files are either too large or in an unsupported format. Please check the file size and type, and try again”
Navigating between tabs without saving: Changes are retained in memory when navigating within the view – no warning is shown. A warning is displayed only when navigating elsewhere in the user interface.
Leaving the financial statement without saving: The program displays the message “Discard unsaved changes”