Edit table descriptions in the financial statements

You can customize the row and column descriptions in the financial statements tables.

To edit row descriptions:

  1. Select the table.

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

  3. The table opens in edit mode.

  4. Select the row that you want to edit.

  5. Edit the row description as desired.

  6. 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.

  7. Select DONE.

  8. Select SAVE or SAVE & CLOSE.

To edit column descriptions:

  1. Select the table.

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

  3. The table opens in edit mode.

  4. Select the column that you want to edit.

  5. Select the Heading field.

  6. The Data Link dialog displays.

  7. In the Output field, edit the name as desired.

  8. You can also select the Data Link () icon to have the table description include dynamic text.

  9. Select DONE.

  10. Select SAVE or SAVE & CLOSE.