Replacing a financial statement area format
Financials is prepopulated with many different statement formats, which are stored in the Knowledge Library. Additionally, template authors may further add to the formats available. The formats generated in the financial statements are based on the options you have defined in the Entity Information and Global Setup tabs. For each financial statement area, you can replace the default format. To do this, select the new format from the Knowledge Library and insert it into the financial statements.
Prerequisites
To replace a financial statement area, open the Financial statements document and select the Insert tab.
Procedure
- Open the Financial statements document and select the Insert tab
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Select one of the following:
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(Statements) to replace a statement format. The available statements can be selected from the list that appears. -
(Reports) to replace a report or additional statement area format. The available reports can be selected from the list that appears. -
(Other) to replace a cover page, table of contents, graph, blank page, or user-defined area format.
Note: You can now insert an external document section, see Inserting External Documents for more information.
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- From the list that appears, select the financial statement area that you want to replace. The list of available formats depend on your selections in the Entity Information and Global setup tabs.
- From the Select from the following dialog, select the format that you want to replace. Select the Preview Content check box to preview the format in the Section Preview pane.
- Click OK.
Results
The financial statement area that you have selected is inserted into the financial statements, and replaces any existing copy of this area.
