How do I add more securities into the marketable securities working paper?
There is a limited number of marketable securities that can be entered into the Marketable securities (MS) working paper. If you run into the limit there are 9 additional Marketable securities that can be added into the client file from the GENMST using File > Copy Components.
The additional working papers can be found in the GENMST file under the folder titled Additional Balance Sheet Templates.
Linking working papers together
Once you added in the necessary working papers, use the options found under the heading Multiple marketable security working papers and diagnostics to link working papers together as required.
