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KP8 & KPC - 3 to 5 column multi-section note

The total of this note can be linked to the Balance Sheet.

Number Name Description

Note features

Each note has a series of common features. Refer to Common Note Features for more information on each feature.

Default link

Select the default grouping you want to use for the note linkage. The note is defaulted to use the Map No link.

Entity

Use the entity popup to select the default for the entity popups to the right.

No. of columns

Choose to show up to 5 columns. 2 totals (current year and prior year) and up to 3 linked or manual columns.

Sign

This allows you to change the sign of the column. Changing the sign will affect the calculation.

Options

  • Sort the order of sections: Sort the sections within the note.

  • Grand total at bottom of note: Toggle grand total of the note on/off.

  • Comparatives: Toggle grand total of the note on/off.

Please see the following link for more information on the rest of the options.

Column heading link number

Use the popup menu to select a link number. This can be a map, account or group number depending on the link type selected.

Link type

The link type is set from the default link type selected. You can change the link type for the individual row item if different from the default link type.

Entity

Use the entity popup menu to select the entity from the list for each row. This will only show the balances associated with the selected entity for that row.

Express menu

Use the express menu to insert more linked and manual lines, insert subtotals, sort and delete current lines where the options are available.

Print/skip row

Check off or uncheck the checkbox to skip or hide the total.

Show hide sections

Click on the checkbox next to each heading to show the applicable section(s). Uncheck the checkboxes to hide the section(s) not applicable.

Comments (input paragraphs)

You can edit existing input paragraphs or insert more paragraphs using the express menu. Refer to Input Paragraphs for more information on inserting paragraphs.

Also included:

  • Linking the notes to the Balance sheet, Income statement or schedules

KP8 & KPC - 3 to 5 column multi-section note | Caseware Docs