Inserting a Financial Statement Area

Testing individual statements, schedules and notes can be done in the financial statements by manually inserting the desired format.


For information on generating sample financial statements, see Generating the financial statements.


  1. In the Document Manager, open the Financial statements document.
  2. In the Insert tab, locate the financial statement area that you want to insert. For example, if you want to insert a new Consolidated Distribution of Profit and Loss, select Consolidated Statement of Cash Flows from the Statements drop-down.

  3. In the dialog box that appears, expand the folders and locate the table row that contains the content to be added for this financial statement area. In this row, select the Choose column radio button.

    Note: If content has previously been specified for this financial statement area, the check box in the Included column will have been selected. Your new selection will replace this previously defined content.

  4. Click OK.


The inserted area is included in the financial statements.