-- User Help --
-- How Do I? --

Selecting the default mapping or grouping

Template authors can set the default grouping/mapping used to retrieve values from the trial balance. However, if permitted, you can specify the default mapping or grouping for your financial statements. While this is a global setting, this can also be changed on an individual row or table if necessary.

  1. Open the Financial statements document and select the Global Setup tab
  2. In the Global Setup tab, locate the Mapping drop-down. This drop-down can be found in the Balances section of the tab.

  3. From the Mapping drop-down, select the mapping or grouping to use.

For more information on overriding the default mapping or grouping, see Specifying a table or row mapping or grouping.