Exclude content in the financial statements
Based on your product configuration, some notes are automatically added in the document based on your trial balance data or specific checklist responses. You can exclude some of these notes if they're no longer needed and move them to the Notes library.
You can also exclude areas, dynamic tables, page breaks and text sections in the financial statements. For example, you can exclude some areas that you don't want to include in the final document that will be mailed to the client.
To exclude a dynamic table, page break, text section or a note heading:
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Go to the Document Map and select the area where the content you want to exclude is located.
-
Select the content you want to exclude.
For example, if you want to exclude a dynamic table, select the dynamic table.
-
Select More actions (
), then choose Exclude from the list.
To exclude an area:
-
Go to the Document Map and select the area that you want to exclude.
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At the top right corner of the page, select More actions (
) | Exclude.
To exclude a note:
-
Go to the Document Map and select the note that you want to exclude.
-
At the top right corner of the page, select More actions (
) | Exclude.The area is removed from the document. It's now available in the Notes Library.
If you attempt to exclude an item that's available in the document due to visibility settings based on response conditions, you get a confirmation prompt. The prompt shows the details of the response conditions logic and provides a link to the checklist document so you can review and change responses if needed.
