How do I set up or edit a prefix group for my financial statements?
Description
Cause


Resolution
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 group's 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: 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.

To edit or change an existing prefix group:

  1. In Financial Statement Designer, from Tools, select Prefix Groups.
  2. Select the prefix group to change from the Prefix group drop-down list.
  3. If you need to change the description, edit the Description box.
    • Tip: 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. Click OK.
    • Tip: Use the ? button to access Help on the fields in this window.
  6. Click OK to exit.

DocLink: How to print consolidated financial statements?

[BCB:156:Chat 300 CRE US:ECB]

Steps to duplicate
Related Solutions