-- Firm Author Help --
-- How Do I? --
Configuring the Financial Statement Areas Worksheet
Procedure
- Click Configure to access the configure options area.
- Modify the configure options to suit your firm. >>Quick Reference
- Click Generate , or from the Document menu, select Generate. The Configure options area will close automatically after generation.
- 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.
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.