Note number display preferences

The Note Number pane lists all of the display preferences available for note numbers in the Notes to the Financial Statements and Significant Accounting Policies. Three levels of note numbers are available: Level 1, Level 2, and Level 3. Different note numbering preferences can be specified for each level.

The note classification represented by Level 1, Level 2, and Level 3 depends on the location of the note in the Knowledge Library:

Location of note in Knowledge Library	Note numbering levels
In the Notes to the Financial Statements area	Level 1 = topic Level 2 = name
In the Significant Accounting Policies notes area	Level 1 = area Level 2 = topic Level 3 = name

Note: If a Reporting by Directors firm library document is provided with your CaseWare template product, you can specify Level 2 and Level 3 note number levels for it.

The following note numbering options are available for each note level. (In each description, replace X with 1, 2, or 3, as needed. For example, for Level 1 notes, Level X note number type becomes Level 1 note number type.)

Option	Description
Level X note number type	The number type to use when numbering notes. Select from the following: Number Type Examples Arabic 1, 2, 3, ... Large Roman I, II, III, ... Small Roman i, ii, iii, ... Large Letters A, B, C, ... Small Letters a, b, c, ... None Do not use note numbers
Display note number (level X) as	How note numbers are to be displayed. The options available depend on the note level. For Level 1, the options are: Option Example 1 level number 1 Level 1, bracketed (1) For Level 2, the options are: Option Example 2 level number 1.a 2 level, flush 1a 2 level, bracketed 1(a) Level 2 only a Level 2, bracketed (a) For Level 3, the options are: Option Example 3 level number 1.a.i Level 3 only i Level 3, bracketed (i)
Display before note number (level X) as	Represents the prefix to display before the note number. Select a pre-defined prefix, select None to display no prefix, or select Other to specify the prefix.
Display after note number (level X) as	Represents the suffix to display after the note number. Select a pre-defined suffix, select None to display no suffix, or select Other to specify the suffix.