Skip to main content
CCH Software User Documentation

Working with Formats


  • Resetting and Reverting Collections
    You can return a collection back to its original state containing the list of default formats. You may wish to do this if you have changed a collection by adding and/or removing formats. There are two ways to do this; Reset Collection or Revert to Default.
  • Working with Styles
    Each cell in a format has a style attached to it to specify the font settings which will be used on the resulting report. Each style has a name to identify it and when you select a call the style name and the formatting settings it contains are displayed in the toolbar.
  • Adding a Format
    You can add a format to a collection so that it can be included in the report.
  • Editing a Format
    You can edit a format to customise it for the client.
  • Excluding and Including Formats
    If a format is selected by it but you do not want to include it in the financial report, you can exclude it by clearing the check box.
  • The Ruler




  • Was this article helpful?