Modifying Financial Statement Layouts

You can change an existing financial statement layout. For example, you put an incorrect account on a layout, and need to change it to the correct account.

  1. Display the Financial Statement Layouts window in the General Ledger application.

  2. Display the layout on which you want to change a line.

  3. Click on the line you want to change.

  4. Click Change. The Change Layout Line dialog box displays.

  5. At Select Code, click the arrow to the right of the box, and click on the name of the code with which you want to replace the existing code.

    For a detailed description and explanation of the available codes, click here.

  6. Click OK. Depending upon which code you selected to replace the original code, another dialog box may display. If so, fill in the requested information and click OK.

  7. Repeat steps 3 through 6 until you have changed all the necessary lines on the layout.