-- How Do I? --

New! Customizing the Ribbon

As a firm author, you can customize what menu or commands to display in the ribbon for client files.


  1. Open the Financial Statements in the master template.
  2. On the top right of the ribbon, click the Lock Menuicon.

  3. The Lock Menu Options dialog will display.

  4. Select the applicable options you would like to show/hide in the ribbon.

Ribbon will show/hide selected/cleared options.