Changing Financial Statement Formatting

4. Select the Define Formatting Codes option. This will open a list of assigned line codes for this specific report format and their various attributes.

5. Select the Change option, then select the line you want to change. The first line will automatically be encircled by a dotted line. Use the arrow keys to select the line you want to edit and press Enter. This line will now be highlighted. Press Enter to move within the fields of this line. Make your desired changes.

Note: Net•Yield only allows you to change the Description, Print Detail (if Account Level = Y), Force Total, Revenue/Expense (if Account Level = Y) and Schedule (if Account Level = Y) fields of the report format.

6. Once you have made all desired changes, select the Update option to save your changes.

Important: Your changes are not saved until you select Update.

4. Select the Assign Accounts to Codes option. This will present a list of line codes that have been defined in the specific report format.

5. Select the line code you wish to modify and a new window will open to allow you to select the accounts to be included in this line. Highlight the desired accounts by pressing Enter (an asterisk will appear to tag the account). Press Enter to remove a tag from an account.

6. Press F10 when you are done selecting the accounts to close the window.

7. Once you have modified all desired line codes, select the Update option to save your changes.

Important: Your changes are not saved until you select Update.