Editing a Format
You can edit a format to customise it for the client.
Edit a Format
- In Financial statements double click the format you wish to edit.
- With the new tab displaying the format, in the Task Bar under Tasks, select Draft mode.
This displays all possible rows that could output. - Edit the format. The format toolbar provides cut, copy, paste, undo and redo options.
- To save your changes, select Save from the Task Bar.
If you have not saved your changes you will be prompted to do so when you close the format.