In the Layout Number box, enter a number (up to three digits) to identify the statement.
In the Description 1 box, enter a description of the statement (such as Balance Sheet for IRS). If necessary, continue your description in the Description 2 box.
Note: Description 1 and 2 do not print on the financial statement— they are for your information only.
In the Type of Statement box, select the type of statement you're creating.
Click Add. The Add dialog box displays.
In the Increment box, accept the default of 10, or enter a different number.
The increment refers to the amount of available positions between the items on your financial statement. If you ever need to modify a statement, you will need positions available to insert your modifications into the existing statement. Usually an increment of 10 is sufficient (and the increment can always be changed later).
Press ENTER.
Press ESCAPE to close the window.
Click Add. The Add Layout Line dialog box displays.
At Select Code, click the down-arrow to the right of the box, and click on the name of the code you want to add to the statement.
For a definition of the available codes, click here.
Repeat step 10 until you have created all the fields required for your financial statement.
Run the Print Financial Stmt Layout Edits (RGLA)report to check your work.
If you plan to create more than one of a certain type of statement, use a numbering scheme to group statement types. For example: Assign balance sheets 100 to 199, profit and loss statements 200 to 299, and so on.