-- Template Author Help --


Rounding issues between statements, schedules and notes are always a challenge when completing financial statements. Financials has solved this challenge by providing the ability to link a balance in one statement, schedule, or note to a line item in another statement. This ensures that all statements are kept up to date when the balance is changed and no rounding issues occur.

The process to define the linkage is different depending on the type of table (Do-It-Yourself versus non-Do-It-Yourself) used in the library for the statement, schedule or note. Not all tables can be linked, as Financials does not support linking if the content contains current year data in one table and prior year data in another table.