How to format tables in the financial statements.
1. Right click in the body of the table you wish to format
2. Choose Table Properties.
It is also available from the ribbons via:
- Table Tools | in the Operations group > Edit > Table to display the Table Column Properties dialog
- Home tab | in the Tables area > Columns button
In this dialog, you can modify the following settings in the table:
i. Table indentation
ii. Expand to page width
iv. Add Decimal Places to columns
v. Shade columns
For more information on this dialog, please refer to the FinancialsIFRS online help.
How to Export the Financial Statements into Microsoft Word
To export Financial Statements to Microsoft Word, follow the procedure below: 1. Open your Financial Statements. 2. From the File tab, select Export > Rich Text Format. 3. In the File Name enter the name of the RTF file. 4. Click Save.
How to Insert a Detailed Profit & Loss Statement into the Financial Statements?
To insert a Detailed Profit & Loss Statement into the Financial Statements ensure Schedules have been activated under Areas Required of the Financial Statements: 1. From the ribbon, select the Entity Information| in the Report Details group> Areas ...
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 ...