• Content Management
  • Updating client files
  • Browsing notes
  • Rebuilding and modifying the financial statements
  • Managing unused mapping numbers

Browsing notes

Financials provides multiple ways to browse the notes that are provided by the template author and stored in the Knowledge Library. This enables you to easily view notes identified by the template author as New, Expired, or Expired After and determine if notes should or should not be included in the financial statements. You can also insert directly from the browse dialog.

Procedure

1. Open the Financial statements document and select the Content Management tab.

2. Click one of the following buttons to browse the notes in the Knowledge Library:

   Button	Description
   All	Browse all notes.
   New	Browse new notes only.
   Expired	Browse all notes that have expired.
   Effective after	Browse all notes that are effective after a specified date.

3. From the Browse dialog, select the check boxes next to the notes that you want to include in the financial statements.
4. Click OK to close the dialog.

Results

The notes that you have selected are included in the financial statements.