Customize text in the financial statements
You can use the formatting toolbar to customize text in your financial statements.
Click inside a text area in your financial statement and the formatting toolbar will open.
The table below lists the formatting toolbar buttons and their functions.
| Buttons | Description |
|---|---|
| Styles [ | Apply a style to selected text or paragraph. The default font size for each style is as follows:
To learn how to customize the font size for headings, see Customize fonts and headings. |
| Bold, italic, underline [ | Bold, italicize or underline selected text. |
| Font color, highlight [ | 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. |
| Clear formatting [ | Remove all formatting for a selected text or a paragraph and revert to the default. |
| Bullets, numbering [ | Add a bullet or number list |
| List conditions [ | Add visibility conditions to lists. |
| Indent [ | Indent selected text or paragraph. |
| Alignment [ | Align selected text or paragraph. |
| Link, unlink [ | |
Calculator [ ] | |
| Data link [ | |
| Text placeholder [ | |
| Field placeholders [ | Field placeholders are drop-down lists for selecting:
The date format selector supports long, medium and short date display formats (for example, March 11, 2026; Mar 11, 2026; or 3/11/26). |
Logo [ ] | Add a logo in the text section |
Note reference [ ] | Add a note reference. |
| Horizontal line [ | Add a horizontal line |
| Image [ | Add an image |
| Table [ | Add a table |
| Special character [ | Add a special character in the text section. |
Page reference [ ] | Add a page reference. |
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To ensure there are no page breaks in a text area when printing, select More actions (
) and enable Keep Together. -
Keep Together does not prevent page breaks if the text area is longer than a full page.
