Customize text in the financial statements

Financial statements can include text sections in various areas and notes. You can edit and customize the formatting of the text sections in your financial statement.

To customize a text section:

Select the text section to start editing the text as desired.

The formatting toolbar displays at the top of the text section. You can use the formatting toolbar to make the following changes:

Toolbar icon


Apply a style to selected text or paragraph.

The default font size for each style is as follows:

  • Paragraph - 11pt

  • Heading 1 - 27pt

  • Heading 2 - 22.5pt

  • Heading 3 - 18pt

  • Heading 4 - 13.5pt

  • Heading 5 - 10.5pt

  • Heading 6 - 9pt

To learn how to customize the font size for headings, see Customize fonts and headings.

Bold, italicize or underline selected text.

Change the color of a selected text or a paragraph or highlight selected text or paragraph.

Note: Changes to the font colour are not applied to placeholders until you replace all placeholders in the document.

Add a bullet or number list

Add visibility conditions to lists.

Indent selected text or paragraph.

Align selected text or paragraph.

Add a horizontal line

Add an image

Add a note reference.

Add a table

Add a special character in the text section.

Add field placeholders.

Field placeholders are drop-down lists for selecting a staff member or a client contact from Cloud, or a date.

Add text placeholders.

Add or remove a link.

Add data links.

Remove all formatting for a selected text or a paragraph and revert to the default.

To ensure there are no page breaks in a text area when printing, select More actions () and enable Keep Together. Note that Keep Together does not prevent page breaks if the text area is longer than a full page.