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Defining Do-It-Yourself statement linkages

Sub-totals or totals from standard statements, schedules or notes can be linked to Do-It-Yourself statements, but Do-It-Yourself statements cannot be linked to each other. Do-It-Yourself statements can only be targets. When setting up the Do-It-Yourself statement, template authors define the layout of the statement. Schedules and notes that share the same layout can link to the Do-It-Yourself statement.

  1. Open the Firm Library document for the financial statement area in which you want to set the linkage target.
  2. In the selected library document, navigate to the Do-It-Yourself statement.
  3. From the Table Tools tab, in the Linkage group, select Linkage | Linkable columns.

  4. If the format of the Do-It-Yourself statement adheres to the CaseWare International standard (four columns for GAAP or six columns for IFRS), you can use the predefined layout. If the Do-It-Yourself table does not follow the standard, in the Number of Additional Linkage Points field, type the number of columns.
  5. Click in the first field in the Additional Linkage Points section and then select the corresponding column in the statement.
  6. For each of the remaining columns, click in a field in the Additional Linkage Points section and then select the column.
  7. Click OK to close the linkage window.

The lines in the identified table can now be used as a linkage target.