Firm Author Help
158 articles across 1 sections.
Topics
158 articles- Firm Author Help
- Getting Started
- Financials Workflow
- Firm Information
- Mapping and Grouping
- Staffing
- Silent (Batch) Update Wizard
- Completing Firm Information
- Editing the template
- Working with mapping and grouping
- Firm - Onboarding
- Branding
- Logos and Formatting
- Firm and Entity Logos
- Currency settings
- Groups
- Note number display preferences
- Other
- Formatting Properties
- Underlines
- Configuring the appearance of notes
- Displaying electronic signatures in reports
- Formatting columns and cells
- Setting underline options and availability
- Specifying group attributes
- Specifying the firm logo and location
- Themes and Page Setup
- Customizing Styles
- Modifying a Style
- Page Setup Overview
- Themes Overview
- themes Preview - Bookmarks Menu
- themes Preview - Document Menu
- Style Wizard dialog
- Styles and Formatting dialog
- Creating Custom Themes
- Selecting and Renaming Themes
- Specifying Page Settings
- Working with Styles
- Content Authoring
- Content Properties
- Diagnostics in library files
- New Content Configuration
- Right-click menus
- Smart content
- Configuring Headers and Footers for MMR
- Accessing a Financial Statement Area
- Adding Content
- Adding a graph
- Adding a Schedule
- Creating a Jump
- Defining Content Rules
- Deleting Custom Content
- Selecting content to be made available to users
- Showing or hiding the ruler
- Showing or Hiding Guidance
- Sorting Content
- Specifying a Balance Check
- Using Rounding Relations
- Working with Themes in the Libraries
- Firm Library - Setting View Settings
- Firm Library tab
- Do-It-Yourself Tables
- Do-It-Yourself table components
- Line Source
- Overview
- Financial Statements - Column Calculation dialog
- Set Table Skip/Hide Conditions dialog
- Configuring Do-It-Yourself Table Columns
- Configuring Headers in Do-It-Yourself Tables
- Creating Do-It-Yourself Content or Notes
- Editing a Cell in a Do-It-Yourself Table
- Managing Do-It-Yourself Tables
- Specifying column attributes in Do-It-Yourself tables
- Specifying visibility in Do-It-Yourself tables
- Financial Statements and Worksheets
- Multi-Financials
- Financial Statements Overview
- Worksheets
- Applying Default Settings to the Financial Statements
- Customizing the Ribbon
- Creating a copy of the financial statements
- Inserting a Financial Statement Area
- Regenerating the Financial Statements
- Initial Template Customization
- Authoring in Financials
- Financials Workflow
- Accounting Firm Information
- Mapping and Grouping
- Staffing
- Completing firm information
- Customization - Editing the template
- Working with mapping and grouping
- Knowledge Library
- Check for updates
- Entity Management
- Knowledge Library on the network
- Overview
- Entity Management dialog
- Knowledge Library dialog
- Applying Default Settings to a Knowledge Library document
- Editing library link names
- Specifying the Location of the Knowledge Library
- Specifying the Check for updates options
- Specifying the Entity Types
- Knowledge Library - Creating XDF File
- Linkages
- Linkages Between Notes and Statements
- Custom Linkage window
- Creating Custom Linkages
- Defining Do-It-Yourself statement linkages
- Defining linkable columns for a table
- Defining Linkages Between Schedules and Statements
- Defining non-Do-It-Yourself statement linkages
- Defining Target Columns for a Table
- Notes
- Line Source
- Note Organization
- Content Management Options
- New Content Specification dialog
- Working with Notes
- Browsing notes
- Configuring Notes
- Managing Note Content
- Sorting or moving notes in the Knowledge Library
- Organization Settings
- Data Reporting
- Default Settings
- Date format specifiers
- General Settings
- Changing the Name of a Financial Statement Area
- Modifying the general settings
- Setting the data reporting period
- Organization Standards Updates for Client Files
- Repackaging and Distributing
- Overview
- Template Updates
- Repackaging the template
- Updating the master template
- Table Formatting
- Underline dialog
- Modify Note Number Appearance dialog
- Firm Library - Specifying the heading borders
- Firm Library - Specifying the Table Appearance
- Underlining a row
- Modifying the note number appearance
- Tables
- Firm Library- Specifying Table Row Properties
- Firm Library- Specifying Table Column Properties
- Firm Library - Working with Tables
- Firm Library - Specifying Table View Properties
- Inserting an unreconciled difference row
- Refreshing the content
- Showing or hiding table columns
- Firm Library - Working with cells
- Firm Library - Working with Subtotals in Tables
- Other shortcut menu
- Table Column Properties Dialog