How do I set permissions on Financial documents?

Follow the steps below to set permissions on Financial documents:

1. Select the “Financials” tab in the left navigation menu.
2. Select the green ‘New Financial Document’ button to upload a new Financial document
3. A window will open where you can name the document, attach a file, and set the Statement End Date.
4. You can assign the Type of Financial Statement by choosing the available options or creating a new type.
5. Click the ‘Limit to Specific Groups’ dropdown which allows you to select the groups to which these documents are restricted.
6. Click ‘Submit'.