Financial Spreading Setup

Financial Statement functionality in Q2 Origination includes standard configurations supporting basic balance sheets, income statements, and cash flow statement templates. These templates drive the structure, calculations, and layout of each financial statement. Q2 Origination supports an unlimited number of templates; therefore, you can manage different spreading configurations for different products or scenarios. The financial statements use the template to render the statement details. You can customize and extend these templates by adding new fields, modifying existing fields, and creating new groupings. 

Setting up the financial statements includes creating templates for different types of financial statements.