• Customizing Automatic Documents
  • Consolidated View
  • Using The Column Freeze
  • dBase Filter
  • Drill-down in Automatic Documents
  • Ratio classes
  • Structures command
  • Balance Source Dialog
  • GL database
  • Section Setup Dialog
  • Total Calculations dialog
  • Adding an Entity's Name to a Document Heading
  • Adding a Heading and an Extended Description to an Automatic Document
  • Calculating Totals for Selected Lines
  • Changing document fonts
  • Creating consolidation reports
  • Defining Structures for Automatic Documents
  • Entering Settings for Automatic Documents
  • Freezing Headers in Automatic Documents
  • Hiding and Re-ordering columns in an Automatic Document
  • Resizing columns in an automatic document
  • Setting a Filter on an Automatic Document
  • Showing comparative balances on documents
  • Sorting Columns in an Automatic Document
  • Applying Structures to Automatic Documents

Adding a Heading and an Extended Description to an Automatic Document

Procedures

1. Right-click the selected document and select Properties | Headings.
2. Under Document Heading, enter the text to display above the year-end date for most reports. For Financial Statement documents, text entered replaces the existing year-end date, allowing users to customize the wording appearing on these documents. Tip: You can add an entity's name to the document heading by entering the following calculation : @calc(entdesc())
3. Under Extended Description for CaseView, enter the text you want to link to documents generated by CaseView.

Note

• These descriptions are useful for linking to alphanumeric cells in CaseView. Extended descriptions do not appear on the printed documents.
• Folders can also be given extended descriptions for CaseView.