FS Designer Header Utilities>Financial Statement Designer

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Overview

The Header section contains the common data for a Financial Statement design.

Field Descriptions

•	Statement Name - Name of the financial statement

•	Divide By - Number to divide all figures by. Commonly used for reporting in the, for instance, millions of dollars (e.g. $10,000,000 / 1,000,000 = $10)

•	Include Closing Entries - When checked, closing entries from the General Journal are included.

•	Upload Button - Allows the user to upload custom Financial Statement Designs.

•	Download Button - Allows the user to download custom Financial Statement Designs.

•	Rebuild - Rebuilds the Dataset of the Financial Statement.

•	Modify Sectors - Allows you to select Market Sectors for the line selected. A User Defined Field. The Market Sector list is managed under Administration>List Management>Market Sectors. It is assigned on the Project at Projects>Market Sectors. More on Modifying Sectors

•	Modify Ranges - When selected, the Line Ranges screen comes up that allows you to filter the lines. More on Modifying Ranges