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Configuring the Financial Statement Areas Worksheet

  1. Click Configure to access the configure options area.
  2. Modify the configure options to suit your firm. >>Quick Reference
  3. Note: Ensure that Include zero amount is checked. Since the master template should not contain any balances in the trial balance, this setting will ensure that all necessary groupings display.

  4. Click Generate , or from the Document menu, select Generate. The Configure options area will close automatically after generation.
  5. Once generated, columns such as Business Cycle and W/P ref. can be pre-generated. Click to assign business cycles for each FSA. Right-click and select Insert New Reference to assign each item to a work program reference.

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