Create Statement Format Buttons

If available, click the button for more information about its form or process.

Copy: Use this button to copy a financial statement format.

Add Same Level: Use this button to add another Section to the same level. When you click this button for first level sections, the system automatically displays the Section Options form. Use the Section Options form to define the properties for the section you are adding. When you click this button for second or third level Sections, the Section Title box is selected and the words <New Section> display. You can then enter a new name.

Add Lower Level: Use this button to add another second or third level Section. You can only have up to three sections.

Section Options: Use this button to define properties for the first level Section.

Delete Section: Use this button to remove the selected Section (including all lower level Sections and account assignments).

Move Up: Use this button to move the selected Section up one place from its current location. When a Section is moved, it stays at the same level. A Section cannot be moved to another level; it must be deleted and recreated.

Move Down: Use this button to move the selected Section down one place from its current location. When a Section is moved, it stays at the same level. A Section cannot be moved to another level; it must be deleted and recreated.

Select All: Use this button to select all items.

Deselect All: Use this button to clear all items.

Print to Screen: Use this button to view the report before it is formatted for printing. This makes the data easy to review, but does not provide an exact representation of how it looks when sent to the printer.

Print Preview: Use this button to view the report as it actually prints.

Print: Use this button to print the selected report.

Print Setup: Use this button to select a printer and set up printer information for this report.