• Note Tools
  • Specifying print options for a note
  • Managing notes
  • Comparing with the Knowledge Library
  • Configuring note presentation
  • Note number options

Configuring note presentation

Note: Some features described here are not available in all products.

You can use the options provided in Financials to configure presentation details for the notes to the financial statements.

Tip: To help with identifying note indent levels and areas that require input, you can simply turn on the styles window from View | Show | Styles Window in CaseView.

Prerequisites

What do you want to do?

• Modifying note text alignment
• Displaying the column heading in the page header
• Specifying indentation and alignment
• Configuring note headings and note numbers

Modifying note text alignment

You can change note text alignment without modifying the alignment of the note headings.

Procedure

1. Open the Financial statements document and right-click the applicable note text.
2. From the context menu, select Formatting and then Increase Style Level or Decrease Style Level.

Results

The note text alignment is modified.

Displaying the column heading in the page header

Note: This feature is not available in all products.

In some Financials products, in the notes to the financial statements, you can place the note column headers in the page header.

Procedure

1. Open the Financial statements document and select the Note Tools tab.
2. In the Financial statements document, click in the notes to the financial statements.
3. Select the Column headings in page header check box.

Results

The column heading is displayed.

Specifying indentation and alignment

Note: Some features described here are not available in all products.

In Financials, you have the option to enable/disable the note headings and note numbers. (For more details, see Specifying print options for a note.) When disabling note headings or note numbers, the rest of the note content will align according to the options you select in the Note indentation dialog, accessed from the Note Tools tab by selecting Smart alignment.

Procedure

1. Open the Financial statements document and select the Note Tools tab.
2. Click (Smart alignment). The Note indentation dialog appears.
3. Select the Enable note indentation automation check box if note indentation is to change relative to note headings or note numbers. If not selected, the body of the note will use the indentation as defined by the note style.

4. From the Table indentation behavior drop-down, select one of the following table indentation options:

   Option	Description
   Left aligned	Align the left edge of the table as specified in the other options in the Note indentation dialog (described below). For example: Note text |Edge of table
   Absolute	The indentation never changes. For example: Note text |       Edge of table
   Relative	The indentation is always relative to the note body.

5. If you have specified Left aligned in the Table indentation behavior drop-down, use the Left align table with drop-down to specify how to align the left edge of the table:

   Option	Description
   Surrounding text	The left edge of the table aligns to the closest surrounding text.
   Page margin	The left edge of the table aligns to the page margin.
   Paragraph style	The left edge of the table aligns with the paragraph style.
   Note heading	The left edge of the table aligns with the note heading.

6. If you have specified Left aligned in the Table indentation behavior drop-down and Paragraph style in the Left align table with drop-down, and you specified Separate policies from the Notes tab, use the Align Policies with drop-down to specify the paragraph style with which the policies are to be aligned.

   For details on the Significant Accounting Policies area, see Creating a separate Significant Accounting Policies area.

7. If you have specified Left aligned in the Table indentation behavior drop-down and Paragraph style in the Left align table with drop-down, use the Align Notes with drop-down to specify the paragraph style with which notes are to be aligned when that are not affected by the Align Policies with and Align Reporting by Directors with drop-downs.
8. When Paragraph style is selected in the Left align table with drop-down, you must choose what paragraph style within the policies, notes, and Reporting by Directors should be used for the table alignment. The drop-downs in each of these options corresponds to the paragraph styles used in these notes.
9. Click OK to close the Note indentation dialog.
10. On the Format tab, in the Refresh group, click Refresh note indentations.

Results

The notes are indented and aligned as specified.

Configuring note headings and note numbers

In Financials, you have the option to enable/disable the note headings and note numbers. If note numbers are enabled, you can specify how they are to be displayed.

Separate configuration information can be specified for each of the three levels of notes.

For more information on the levels of notes, and on the drop-downs described in this section, see Note number options.

Procedure

1. Open the Financial statements document and select the Note Tools tab.
2. Click (Modify headings). The Heading display options dialog appears.
3. Select a tab to determine the area for which note headings and note numbers are to be configured.
4. For each note level, select the Display note heading check box to display note headings.
5. For each note level, select the Display note number check box to display note numbers. Complete the remaining steps only if you have selected this check box.
6. From the Type drop-down, specify the number type to use for this note number level.
7. From the Before drop-down, specify or type the text to display before the note number.
8. From the After drop-down, specify or type the text to display after the note number.
9. From the Display drop-down, select the display option to use for this note number level (such as enclosing it in brackets).
10. Click OK to close this dialog.

Results

The note headings and note numbers are configured as specified.