Creating Do-It-Yourself Content or Notes

If the predefined firm content and notes that Financials provides does not meet your needs, you can create Do-It-Yourself content or notes and customize it to match your requirements.

Prerequisites

To create Do-It-Yourself content or notes, you must first open the Firm Library document for the financial statement area in which you want to add the content or notes. See the section Accessing a financial statement area for details on how to do this.

For information on the firm content that Financials provides, see Adding and organizing content.

Creating Do-It-Yourself Content

For any financial statement area, you can create Do-It-Yourself content.

Procedure

  1. Open the Firm Library document for the financial statement area in which you want to add the content. See the section Accessing a financial statement area for details on how to do this.

  2. In the Firm Library document, from the Home tab, in the Content group, click Add New Firm Content (Add New Firm Content). The Knowledge Library dialog appears.

  3. In the bottom pane of the Knowledge Library dialog, click the Section Preview tab and then select the Preview Content check box. This enables you to preview the selected Do-It-Yourself content before inserting it.

  4. In the top pane of the Knowledge Library dialog, look for available content with the suffix "Do-It-Yourself" in its name. Depending on the financial statement area, there may be several such content options available. Some of the content will also offer different reporting periods such as quarterly reporting, based on your Engagement Properties setup.

  5. Click the radio button next to the Do-It-Yourself content that you want to add.

  6. Click OK to add the content to this financial statement area and then select the number of data columns to insert.

  7. Click OK and the Column calculation dialog will appear. Specify the column attributes in the DIY table. For more information, see Specifying Column attributes in DIY.

Results

The selected content appears in the Firm Library document.

Creating a Do-It-Yourself Note

In the Notes to the Financial Statements, or any other financial statement area that contains notes, you can create a Do-It-Yourself note.

Procedure

  1. Open the Firm Library document for the financial statement area in which you want to add the note. See the section Accessing a financial statement area for details on how to do this.

  2. In the Firm Library document, from the Home tab, in the Content group, click Add New Firm Content (). The New Content Specification dialog appears.

  3. From the Area drop-down, select the area in which the Do-It-Yourself note is to be located, or click New Area, type the new area for the note, and click OK.
  4. From the Heading drop-down, select the heading for the Do-It-Yourself note, or click New Heading, type the new heading for the note, and click OK.
  5. From the Topic drop-down, select the topic for the Do-It-Yourself note, or click New Topic, type the new topic for the note, and click OK.
  6. If the Subtopic drop-down exists, select the subtopic for the Do-It-Yourself note, or click New Subtopic, type the new subtopic for the note, and click OK.
  7. In the Name field, type the name of the new note.
  8. Click OK. The Knowledge Library dialog appears.

  9. In the top pane of the Knowledge Library dialog, expand the sections Generic notes, Do-It-Yourself notes, Formats, and Formats.

  10. Click the radio button next to the Do-It-Yourself table.
  11. Click OKand then select the number of data columns to insert.
  12. Click OK and the Column calculation dialog will appear. Specify the column attributes in the DIY table. For more information, see Specifying Column attributes in DIY.

Results

The Do-It-Yourself note is added.