Quick Tips

Adding/removing lines in a statement/schedule/note

• Right click on the line where you want to insert a new row and select New Row. Also available on the Table Tools tab, Insert button.
• Right click on the line you want to remove and select Delete Row. Also available on the Table Tools tab, Delete button.

Changing line item descriptions in statements/schedules/notes

Click on the description you wish to change and begin typing. At the prompt to update all instances, select Yes if you want the description to update wherever it may be used.

Editing management and discussion analysis text

Place your cursor in the paragraph you wish to edit and begin typing.

Adding/removing notes

From the Insert tab, select Policies, Notes, or Generic and select the checkbox beside the item you wish to include in the statements, then click OK. You can insert more than one note at a time.

Right click on the note heading you wish to delete, then select Configure| Delete Note (note name). Also available on the Note Tools tab, Delete button.

Editing note text

Place your cursor in the paragraph you wish to edit and begin typing.

Sorting notes

Using the Notes button in the Sort grouping on the Home tab enables you to sort either the Notes to the required supplementary information, or the Notes to the financial statements. Alternatively, right click on any note heading and select Configure and then Sort (note name).

Hide optional note headings

From the Home tab, in the View grouping, click the (hide skipped note heading) button.

Removing unnecessary sections of the financial statements

Sections of the statements that are not applicable, for example, Statement of Net Position, should be turned off using the Areas required button under Report Details group in the Entity Information tab.

Removing unnecessary schedules

Schedules are removed from the statements by clicking on the schedule and selecting the Delete button, in the Properties grouping, from the Schedules and Statements tab.