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Exporting Financial Statement Notes with a GIFI File

If you are exporting data from Working Papers to a GIFI file (.GIF), you can include notes by setting them up in CaseView as sections and selecting the Include in Export option. The notes will be exported at the end of the GIFI numbers and balances.

Financial statement notes may also be exported from CaseView separately from the GIFI balances. See To export financial statement notes separate from a GIFI file for more information.

Preparing a note for export to a GIFI file

  1. Type the text for the note in CaseView.
  2. Highlight the text and, on the Home tab, click Section.
  3. On the Section tab, select the Include in Export option.

  4. Enter any other settings for the section as applicable.

    Tip: Click the Label tab and enter a name for the section such as Note 1.

  5. Click OK.

Notes

  • When exporting notes from CaseView, each row of a table exports as a paragraph with each table square contents separated by a tab. This may cause some columns not to line up properly when exporting from Working Papers into a GIFI format. In this case, export the financial statement notes separately from the GIFI balances.

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