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-- How Do I? --

Applying Structures to Automatic Documents

  • A structure can be used for any Trial Balance, Leadsheet, or Analytical Review document with the following exceptions: Analytical Review (Ratio analysis), Leadsheet/Grouping (Detailed entries with totals) and Trial Balance (Detailed entries with totals). In addition, this feature is not available for report-order documents.
  • The actual structure must be defined before it can be applied. Up to three structure definitions can be set up. >>How Do I?

  1. Select the document that you wish to apply a structure to.
  2. In the Document menu, select Properties.
  3. In the General tab, under Settings, click on the Structures drop-down menu.
  4. Select the structure that you would like to apply to the current document.
  5. Click OK.

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