Section Options

Access this form using Reports>Financial Statements>Create Statement Formats> Section Options.

Use this form to define the properties for a first level Section when creating statement formats. This form automatically appears when you create any new first level Section Title. Please note the following:

• You cannot select an option in the Specify Section Type group box when there are assignments for totals or General Ledger accounts.
• You cannot select an option in the Specify Section Account Categories group box when the Begin/Changes Fund Balance or Begin/Changes Net Asset first level section title has assignments.

 

Section Title: Either accept the Section Title entered previously, if any, or enter a new name for the first level Section.

Specify Section Type Total, Other: Specify whether the Section is used for a total or not. If you select Total for a Section, use the Create Totals tab to combine multiple first level Section Titles into one total.

Position on Page Left Justify, Center: Specify whether the Section Title is left justified or centered on the page.

Specify Section Account Categories Revenue, Begin Net Asset, Expense, Changes Net Asset: If this is not a Total Section, specify the type of account to appear in this Section. The Statement Type determines the Section Account Categories. The table below lists the Section Account Categories for each type of financial statement:

Statement Type	Section Account Categories
Statement of Financial Position	Asset Liability Net Asset Liability and Net Asset
Statement of Revenues and Expenditures	Revenue Expense Begin Fund Balance Changes Fund Balance
Statement of Cash Flow	Financing Investing Operating Cash
Balance Sheet	Asset Liability Fund Balance Liability and Fund Balance
Statement of Activities	Revenue Expense Begin Net Asset Changes Net Asset

Total Underline Single, Double, None: Specify whether the Section subtotal appears with a single underline, a double underline, or no underline.