Option 1
| Number | Name | Description |
|---|---|---|
|
Note features |
Each note has a series of common features. Refer to Common Note Features for more information on each feature. |
|
Express menu |
Use the express menu to insert more input paragraphs. |
|
Show/hide risk |
Click on the checkbox next to each heading to show the applicable risk section(s). Uncheck the checkboxes to hide the risk section(s) not applicable. |
|
Risk heading format |
The risk headings can be formatted. Right-click on the heading and select the desired format options.
|
|
Options |
Please see the following link for more information on the options.
|
|
Default link |
Select the default grouping you want to use for the note linkage. The note is defaulted to use the Account link. |
|
Adjustment for rounding |
Type rounding amount to round the note if necessary. The amount is rounded to the designated rounding line as indicated by the |
|
Rounding row |
To apply the rounding difference to a row, right-click on the express menu (
|
|
Link number |
Use the popup menu to select a link number. This can be a map, account or group number depending on the link type selected. |
|
Sign |
This allows you to change the sign of the linked rows. Changing the sign will affect the calculation. |
|
Link type |
The link type is set from the default link type selected. You can change the link type for the individual row item if different from the default link type. |
|
Entity |
Use the entity popup menu to select the entity from the list. This will only show the balances associated with the selected entity. |
|
Skip/hide row |
Check off or uncheck the checkbox to skip or hide the total. |
|
Express menu |
Right-click on the express menu to insert more linked and manual lines, insert subtotals, sort and delete current lines where the options are available. |
.
) and select Adjust this row for rounding. The 
