How to enable the note reference column within a table?
1. Click on the table where you want to enable the
2. GoTo Note Tools | Click on the note reference.
How to add or remove a Note Reference in the Financial Statements
To add/remove a note reference in the Statement of the Financial Position: 1. Using your mouse, select anywhere within the Statement of the Financial Position. 2. From the Statements to the Financial Position tab, select Options and tick Note ...
How to prepare an 18 Month period Financial Statement
Prior year: 12 months ending 30 June XXXX Current year: 18 months ending 31 December XXXX If there is a change in the entity's reporting date like shown above, there are three primary areas to set: a. CaseWare file Setup b. Leadsheets / Automatic ...
Copying DIY tables within a set of financials
With the update to Financials 17 a new feature has been added which allows users to copy and paste their DIY tables within the financial statements. This new feature will enable you to create a copy of a DIY table that you have created and ...
Managing Note Content within Cloud Financials
Note content display within Cloud Financials The main note disclosures are grouped into the following categories: Balance Sheet Income Statement Other Notes that are linked to the two main statements, are set to only display if accounts are mapped to ...
How can I re-size table columns within a statement note table?
Resizing all the table columns in the Financial Statements can be a tedious task. There are three methods to assist in this: Method 1: 1. Select Home | in the View group > Show Ruler in the ribbon to display the ruler. 2. Click anywhere within the ...