Creating a Jump

In some Financials products, for a line in a financial statement area, you can define a statement, policy, or note that the end user can jump to.

Prerequisites

To use the jump feature, you must have determined the relationship between the line in the financial statement area and the content to be jumped to.

Procedure

  1. Open the Firm Library document for the area. See Accessing a financial statement area for details on how to do this.
  2. In the Firm Library document, select the line for which the jump is to be defined.
  3. From the Table Tools tab, in the Operations group, click Jump To and then select an applicable area (Note or Significant Accounting Policy).
  4. From the Select the base content dialog, select the radio button next to the content.
  5. Click OK to add the jump.

Results

In the client file, the user will be able to jump directly from the line in the financial statement area to the content that you have selected.