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Changing Statement Defaults

Although GASB Financials - SPG is intended to be an out-of-the-box solution for your financial reporting needs, there are some options you may wish to redefine given your circumstances. Many of these defaults can be easily changed using the context specific statement tabs in the Ribbon.

Fundamental Topics

Changing statement names

CaseWare International has set the default statement names, but you are able to modify the names to suit your needs. The method for changing these statement names is essentially the same throughout the statements.

Many of the statement areas can be changed using a drop down located in the context-sensitive Statement tab in the Properties group. Some areas, like the Statement of Revenues, Expense and Changes in Net Position need to be changed using the Titles and Terms button located throughout the template ribbons.

Procedure
  1. Click in the financial statement area, for example, Statement of Net Position, that you want to rename.
  2. Select the Statement tab in the ribbon for this financial statement area.

  3. Select the Statement name drop-down in the Properties group section in the tab.

  5. In the Statement name drop-down, either select a name or type the statement area name.
Results

The statement area is updated to use the specified name and is updated in the table of contents.

Modifying the header and footer text

The financial statements have defined headers and a footer. Header text is unique to each statement area while the footer text is global and applies to all statements. The notes to the financial statements only have the page number in the footer which can’t be changed. If necessary changes can be made to the statement headers and footer.

Procedure
  1. Open the Financial statements document, click in the financial statement area, for example, the statement of Net Position, in which the header is to be modified, and select the ribbon for the financial statement area.
  2. Click (Text). The Header/Footer Text dialog appears.
  3. In the Year-end date field, select or type the year-end date to use.

  4. If you change the year-end date, an additional dialog box appears that asks you whether you want to change the year-end date in all of the financial statement areas. Click Yes to change the date in all areas, or click No to change the date in this area only.

  5. In the Text before date field, select or type the text that is to appear before the year-end date. The options available depend on the financial statement area for which you are supplying the text.
  6. In the Text between dates field, type the text that is to appear between dates. This field is available only when the Year-end date field has been set to specify a start date and an end date.
  7. In the Footer text in statements field, type the text that is to appear in the first line of the footer. This text is only visible in print preview and applies to all statement areas except the notes to the financial statements.
  8. In the Additional footer text field, type the text that is to appear in the second line of the footer, if needed.
  9. Click OK to close the Header/Footer Text dialog.
Results

The header and footer text is added to the financial statement area.

Changing Terminology

Throughout the financial statements you will see the Titles and terms button. Depending on where your cursor is in the financial statements, the options in this button change. For example, in the Statement of Revenues, Expenses and Changes in Net position, you are able to change how income and loss are referred to in the statement. In the Global Setup tab, in the Balances group, you can define the rounding terminology.

Changing line item descriptions in the financial statements is accomplished by typing over the existing description. The prompt “Would you like to update all instances of this description” appears and clicking Yes will ensure that wherever this description appears in the statements will have the same terminology.

Changing the Statement of Cash Flow defaults.

By default the cash flow statement is set to show the following:

  • Cash flow components
  • Supplementary cash flow information
  • Operating activities reconciliation

These options can be disabled by accessing the Options button from the Statement of Cash Flows context tab.