-- User Help --
-- How Do I? --

Specifying and displaying rounding

In the financial statements, you can specify that values are to be rounded to the nearest thousand or nearest million. You can also indicate rounding descriptions to be displayed in the statement area header or in the table heading line, above the column balances or above the description column.

Note: This will not apply to rows set to Input.

  1. Open the Financial statements document and select the Global Setup tab
  2. In the Global Setup tab, locate the Rounding drop-down. This drop-down can be found in the Balances section of the tab.

  3. From the Rounding drop-down, select the rounding to use.

    Option Description
    1 Do not round numeric values.
    1,000's Round numeric values to the nearest thousand.
    1,000,000's Round numeric values to the nearest million.

    The Rounding Terminology & Display dialog automatically appears. You can choose where to display the rounding information in the statements. Options include the statement area header, the column header, or the description column.

    Note: Clicking the Titles and terms button in the tab launches the same dialog.

  4. From the Statement header drop-down, select or type the text to display in the statement header to indicate that rounding has been specified. The options available will depend on the rounding that you selected in step 2. This drop-down is not available if you have set the value in the Rounding drop-down to 1.

  5. From the Column header drop-down, select or type the text to display in column headings to indicate that rounding has been specified. The options available will depend on the rounding that you selected in step 2. This drop-down is not available if you have set the value in the Rounding drop-down to 1.

  6. From the Description column drop-down, select or type the text to display in the description column heading to indicate that rounding has been specified. The options available will depend on the rounding that you selected in step 2.

  7. New! From the Note text column, select to display the chosen rounding text such as "thousands" or "millions" before or after the currency symbol depending on the Display setting in a note.
  8. Click OK to close the Rounding Terminology & Display dialog box.
  9. If the Settings for Reports dialog box appears, specify the settings to use in reports. For more information on this dialog box, see the Settings for Reports help topic in the Working Papers help. When you have specified the settings, click OK to close this dialog box.

The specified rounding will be employed in the financial statements.

Note: Should you need to change the Rounding Terminology and Display options after you have defined your rounding options, you can select Titles and terms from the Global Setup tab. When the Rounding Terminology & Display dialog box appears, follow steps 3 through 6 in the above instructions to change the specifications.