Default statements vs Modified statements Using default financial statement designs If you use the default financial statements and added new accounts to your chart of accounts, follow the steps below. These steps recreate and update the default statements with the new accounts. Using modified financial statement designs If you modified the default statement designs and saved them with a new name, don't use the steps below. See these steps to add the accounts to the modified designs. Create/update financial statements If the default designs already exist, Financial Statement Designer overwrites them when you follow the steps below. - Make a backup copy of your designs:
- In Financial Statement Designer, click File, Open and select a design.
- Click File, Save As and enter a new name.
- Repeat steps 1 and 2 for each design. See the list above for the design names.
- In Financial Statement Designer, from File, select Create.
- Click Yes on each message for the designs you're updating and the canned net accumulator. Click Cancel for the designs you aren't updating or designs you didn't make a backup for.
- Close all open financial statement design windows.
- Exit Financial Statement Designer.
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