Selecting and Renaming Themes
In Financials, a themes is a file that defines the look of the financial statements. Each themes consists of a collection of styles, and each style controls the appearance or layout of one attribute or group of attributes in either a single financial statement area or all financial statements.
Financials defines four built-in themes:
- Modern
- Modern (Narrow)
- Traditional
- New Look (Colour)
In addition, you can create up to four additional themes to customize the appearance of financial statements. As the firm author, you can specify a default themes, and you can specify which of the built-in or created themes are to be made available to users.
What do you want to do?
Setting the default themes
You can set the default themes to use in the financial statements.
Procedure
- From the Document Manager, open the CL - Organization standards document. From the Organization Settings pane, select themes.
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To set the default themes, first note that in the themes pane, the styles are displayed in a table format, one style per row.
- In the table row for the style that is to be the default, select the radio button in the Default column.
- To preview what the financial statements will look like when this themes is the default, click Preview/Modify.The themes Preview document appears, displaying sample financial data using the selected themes.
Results
The themes that you have selected becomes the default themes for any client file generated from this template. Financial statements generated by these client files will use this themes to specify their appearance.
Specifying the available themes
You can specify which themes are to be made available to users.
Procedure
- From the Document Manager, open the CL - Organization standards document. From the Organization Settings pane, select Themes.
- In the themes pane, for each style that is to be made available to users, select the check box in the Available column. Unselect the check box if the style is to be made unavailable.
Results
The themes that you have selected are made available in the client file.
Renaming a themes
You can rename any of the themes that have been provided.
Procedure
- From the Document Manager, open the CL - Organization standards document. From the Organization Settings pane, select themes.
- In the table of styles defined in the themes pane, locate the row whose name you want to change.
- In the Themes Name field for that row, type the new name of the themes.
Results
The themes is renamed.
