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© Accountants Templates Inc. (Jazzit) 2023
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com
Generic note r1, r4 and r6 with 1-12 subsections
 
Generic note r1, r4 and r6 with 1-12 subsections
1
Note features
1. Note features
Each note has a series of common features. Refer to Common Note Features for more information on each feature.
2
Options
2. Options
  • Page break above this section: Toggle on/off the page break above the section
  • Sort the order of sections: Sort the sections within the note.
  • Grand total at bottom of note: Toggle grand total of the note on/off.
 
Please see the following link for more information on the rest of the options.
 
3
Entity
3. Entity
Use the entity popup menu to select the entity from the list. This will only show the balances associated with the selected entity.
4
Default link
4. Default link
Select the default grouping you want to use for the note linkage. The note is defaulted to use the Account link.
5
Adjustment for rounding
5. Adjustment for rounding
Type rounding amount to round the note if necessary. The amount is rounded to the designated rounding line as indicated by the .
6
Rounding row
6. Rounding row
To apply the rounding difference to a row, right-click on the express menu () and select Adjust this row for rounding. The indicates the designated rounding line.
 
7
Link number
7. Link number
Use the popup menu to select a link number. This can be a map, account or group number depending on the link type selected.
8
Sign
8. Sign
This allows you to change the sign of the linked rows. Changing the sign will affect the calculation.
9
Link type
9. Link type
The link type is set from the default link type selected. You can change the link type for the individual row item if different from the default link type.
10
Entity
10. Entity
Use the entity popup menu to select the entity from the list for each row. This will only show the balances associated with the selected entity for that row.
11
Express menu
11. Express menu
Right-click on the express menu to insert more linked and manual lines, insert subtotals, sort and delete current lines where the options are available.
12
Print/skip row
12. Print/skip row
Check off or uncheck the checkbox to skip or hide the total.
13
Show/hide sections
13. Show/hide sections
Click on the checkbox next to each heading to show the applicable section(s). Uncheck the checkboxes to hide the section(s) not applicable.
14
Principal repayment terms
14. Principal repayment terms
Click on the folder icon to show or hide the principal repayment terms section. Manually enter the repayment amounts into the input cells.
15
Comments (input paragraphs)
15. Comments (input paragraphs)
You can edit existing input paragraphs or insert more paragraphs using the express menu. Refer to Input Paragraphs for more information on inserting paragraphs.