Create Statement Formats - Create Outline Tab

Access this tab using Reports>Financial Statements>Create Statement Formats.

Use this tab to create the format outline, including Section Titles. The Statement Outline displays the structure of the financial statement as you design it. In order to begin this process, click Add Same Level .

 

Section Title: Select or change an existing Section by selecting the Section Title in the Statement Outline. Then, edit the Section Title box to correct a misspelling in the Title, for instance.

To create a new Section, use Add Same Level or Add Lower Level . When a first level Section is added, the Section Options form automatically appears so you can enter additional information. For second and third level Sections, simply enter the name of the Section.

Statement Outline: The Statement Outline displays the structure of the financial statement as you design it. All of the Section Titles are shown.

The Section in the Statement Outline determines if the last two tabs are available.

• The Assign Accounts tab is only available if the selected Section is at the lowest level and can have accounts assigned to it.
• The Create Totals tab is only available if Total is the section type. (This was set up on the Section Options form.)