New Content Configuration

When you add new non-note content to a Firm Library document, a configuration pane appears at the top of the document. Depending on the template and type of library document accessed, the configuration pane will have different options:

Option Description
New Firm Content The editable field containing the name of the content. This name should be meaningful to end users, as it will appear in the Knowledge Library Index when inserting new content.
Category The category the content belongs to within the financial statement area. Where the financial statement area does not contain unique categories, the field will not be populated.
Version The version number of the content. The content update process within client files relies on this version number. Ensure this number is updated when modifications are made to the content to trigger the update in client financial statements.
Last Modified The date that the schedule was last modified.
Message when in balance The editable field containing a message to display when all of the balance check cells equal zero.
Message when out of balance The editable field containing a message to display when any of the balance check cells do not equal zero.
Balance check cells

Editable cells where you can enter CaseView calculations that can include cell numbers and map/group references. Refer to the CaseView help for more information on CaseView calculations.

Note: By default, only two years are available for editing in the content. To edit the third year, you must enable three-year reporting in the Entity Information tab in the financial statements document.


Template authors can define notes and schedules to link to statements in the financial statements. The three available linkage types are:

  • No Linkage – The note or schedule will not be available for linking in the financial statements.
  • Manual – The note or schedule can be linked in financial statements at the discretion of end users.
  • Automatic – The note or schedule will automatically link to the statement when a balance exists in the statements for a selected map or group number.

    For example, if a schedule of revenue is inserted into the financial statements, the line item in the income statement will automatically pull the balance from the schedule. This eliminates rounding issues that may occur between different parts of the financial statements.

Map No The group or map number in the financial statements that will be linked to the note or schedule if the type is automatic.
Link to The field in the note or schedule that will link the balance to the financial statements.

For statements, the Balance Check configuration option provides validation that the statement is in balance, and displays a warning when it is not in balance. For details on the balance check, see Specifying a balance check.

Notes have more detailed configuration options, so a separate Content Management pane is provided. For more details, see Content Management pane.