Rename content areas in financial statements

You can change the name of an area in a financial statement if, for example, your firm uses the term Statement of financial position instead of Balance sheet for that area.

To change the name of an area:

  1. Select the area you want to rename from the Document Map.

  2. Select the area name at the top.

  3. Enter the new name.

If there is a table of contents generated for the financial statement, you will also need to rename the area there.

To update the Table of contents with the new area name:

  1. Select the area you have renamed from the Document Map.

  2. Select the () icon at the top right corner of the area.

  3. Select Edit Print Settings to open the print settings dialog.

  4. Select the area name under the Table of contents description section.

    Print settings dialog for trial balance area.

  5. Enter the new name in the Output field.

    Rename dialog for table of contents entry for trial balance.