Link an account or a group to a note in the financial statements

A note reference is a link to an existing note in the financial statement. You can add note references in table rows in the financial statement. For example, to link an account or a group to an existing note that holds related details or information.

To add a note reference in a row:

1. Select the table.

2. Select More actions (), then choose Edit Dynamic Table.

   The table opens in edit mode.

3. Go to the row where you want to add a note reference.

4. Select the Add () button above the row.

5. Choose Commentary row.

   A note reference is added right above the row.

6. Select (Note#) to display a list the existing notes in the financial statement.

7. Select a note from the list to reference it in the row.

   You can also select Show hidden notes to reference a hidden note .

8. Select SAVE or SAVE & CLOSE.

The number of the referenced note displays next to the row name.

You can also reference notes in columns.

To add a note reference in a column:

1. Add a column in the table.

   1. Select the table.

      Icons for table options display on the right.

   2. Select More actions (), then choose Edit Dynamic Table.

   The table opens in edit mode.

   3. Go to where you want to add a column.

   4. Select Add () at the upper table border.

   A column is added to the table and the column settings display on the page.

2. Select the header of the new column and change the column type to Note reference.

3. Enter a header and specify the desired width.

4. Select Done.

The new column is added in the table with empty references (#).

5. Specify the note references for each row.

   1. Select an empty reference (#) to display a list the existing notes in the financial statements document.

   2. Select one or more notes from the list.

   You can also select Show excluded notes to reference excluded notes.

6. Select SAVE or SAVE & CLOSE.

Note: You can directly navigate to the referenced note in the Notes to the Financial Statements area using the note reference you have just created.

You can also use the above methods to change a note reference or you can change it directly from the table.

To change a note reference directly from the table:

1. Select the note reference that you want to change.

   A list the existing notes in the financial statement displays

2. Select one or more notes from the list to reference in the row or column.

   You can also select Show hidden notes to reference hidden notes.