To create a new prefix group:

1. In Financial Statement Designer, from the Tools menu, select Prefix Groups.
2. Enter a unique name for the prefix group in the Prefix group box. Press TAB.
   Note: The Prefix group name pre-fills with the first prefix group, To create a new group type over the existing Prefix groups name at the top. The original prefix group will still be available from the menu and will not be changed.
3. Enter a Description for the new prefix group.
   • Tip: Because you can include this field in the header of your financial statement design, you may want to type a detailed description.
4. Select the appropriate Type from the list.
   • If you select Custom prefix group in the Type list, click Enter Prefixes to enter the appropriate prefixes for the prefix group. Then click OK.
   • Tip: Use the ? button to access Help on the fields in this window.
5. Click OK to exit.

When you print financial statements, you can now select the new prefix group you set up.

To edit or change an existing prefix group:

1. In Financial Statement Designer, from the Tools menu, select Prefix Groups.
2. Select the prefix group you want to change from the Prefix group drop-down list.
3. If you need to change the description, edit the Description box accordingly.
   • Tip: Because you can include this field in the header of your financial statement design, you may want to type a detailed description.
4. If you need to change the type, select the appropriate Type from the list.
5. If this is a Custom prefix group and you need to add or remove prefixes, click Enter Prefixes to add or remove the appropriate prefixes for the prefix group. Then click OK.
   • Tip: Use the ? button to access Help on the fields in this window.
6. Click OK to exit.