Interface Overview

In Financials, you can configure the financial statements or any worksheet. To configure a document, open it from the Working Papers Document Manager, and then use the tabs defined in the document to configure it.

For the Financial statements document, the following tabs are defined:

• Entity Information
• Global Setup
• Statement Setup
• Home
• Insert
• Format
• Table Tools
• Note Tools
• Navigate
• Content Management

For the Statement of Cash Flows Worksheet, the Home, Format, Navigate, and Table Tools tabs are defined.

• If the Segment Reporting Worksheet is included in your Financials product, the Home and Table Tools tabs are defined for it.
• If the Segment Definition Document is included in your Financials product, the Home tab contains all operations that can be performed on this document.