Defining Financial Statement Lines

This topic describes the process of defining financial statement lines.

On the Financial Statement Line Definition form (available only to version 10 customers who had a prior version. New customers beginning with version 10 do not have access to this form), you can define four different types of statement lines, using these tabs:

  • Text
  • Account
  • Net Income
  • Total

Although different fields will display depending on the type of line you choose, some fields (and the line definition browser) display regardless of the type.

Use the Sequence Reset option on the Actions menu to display the Financial Statement Line Resequence form (available only to version 10 customers who had a prior version. New customers beginning with version 10 do not have access to this form), where you can resequence lines after inserting, copying and/or deleting lines.

To place text within a column or report, you must edit the report template.