• Firm Author
  • Getting Started
  • Branding
  • Content Authoring
  • Do-It-Yourself Tables
  • Financial Statements and Worksheets
  • Initial Template Customization
  • Knowledge Library
  • Linkages
  • Notes
  • Organization Settings
    • Data Reporting
    • Default Settings
    • Date format specifiers
    • General Settings
    • Changing the Name of a Financial Statement Area
    • Modifying the general settings
    • Setting the data reporting period
    • Organization Standards Updates for Client Files
  • Repackaging and Distributing
  • Table Formatting
  • Tables

Organization Settings

In Financials, you can set the organization standards for the financial statements from within the CL - Organization standards document.

This online help system applies to all Financials products. Not all features are available in all products.