Edit table descriptions in the financial statements
You can customize the row and column descriptions in the financial statements tables.
To edit row descriptions:
-
Select the table.
-
Select More actions (
), then choose Edit Dynamic Table. -
Select the row that you want to edit.
-
Edit the row description as desired.
-
Select DONE.
-
Select SAVE or SAVE & CLOSE.
The table opens in edit mode.
To include dynamic text, select the Data Link icon (
).
Note: If the row description is sourced from the trial balance data, the Revert icon (
) displays next to a modified description. Select Revert () to revert back to the trial balance description.
To edit column descriptions:
-
Select the table.
-
Select More actions (
), then choose Edit Dynamic Table. -
Select the column that you want to edit.
-
Select the Heading field.
-
In the Output field, edit the name as desired.
-
Select DONE.
-
Select SAVE or SAVE & CLOSE.
The table opens in edit mode.
The Data Link dialog displays.
You can also select the Data Link () icon to have the table description include dynamic text.
