Customizing Automatic Documents
Working Papers has flexible features to help customize your automatic documents. Learn advanced techniques on how to streamline automatic documents to suit you needs.
How Do I?
- Changing Fonts
- Hiding or Reordering Columns
- Defining Structures for Automatic Documents
- Applying structures to Automatic Documents
- Freezing Headers in Automatic Documents
- Adding a Heading and an Extended Description
- Renaming Columns in Automatic Documents
- Calculating Totals for a Selected Line
- Setting a Filter on an Automatic Document
- Displaying Comparative Balances on Automatic Documents
- Creating consolidated view documents
- Comparing Milestones in Automatic Documents
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A dBase filter can be used on some automatic documents to filter results. Only transactions, accounts or balances matching the dBase filter will display. A filter can be established on any field in the AM or GL database. Multiple conditions can be used.
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Double- clicking a line in an automatic document will drill down to the supporting document or transaction detailing it.
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Use structures to create financial statement categories in Trial Balance, Leadsheet, and Analytical Review documents.
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The basic difference between a non-consolidated view and a consolidated view is that a distinct entity or a distinct account pair appears on different lines in a non-consolidated view while for a consolidated view, accounts for all entities appear on the same line.
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Working Papers offers a column freeze for documents. When viewing a wide automatic document that stretches past the right margin of the screen, the left-most columns which contain the Account Numbers and Account Descriptions will remain onscreen as the document is scrolled to the right.
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