Using the 9 column financials statements format for consolidations
The 9 column financial statements format also gives you the ability to show the entities on the Balance Sheet, Income Statement, Statement of Retained earnings and the Statement of Cash Flows.
Column headings for the Balance Sheet, Income Statement, Statement of Retained Earnings, and Statement of Cash Flows are all controlled through centralized settings. Click on the Show Column Settings button in the freeze frame at the top of the document or click on the Columns tab in the Home menu.
The column settings allow you to choose various options including:
Show/hide total columns
Show/hide total columns for current year, prior year, or both.
Use the checkboxes to check or uncheck which columns you want to switch on or off for each statement. Click on the Clear (C) or Select (S) button for a column or statement to check or uncheck the checkboxes at once.
The following options can only be changed for each individual column if the total columns is set to hide or if the popup menu in the total column for the option is set to As selected :
Entity
Assign the entities to the relevant columns. Entities should be added using the consolidations dialog in Caseware.
Select the balance type (budget, consolidated, report, adjusted, unadjusted, forecast) that you want to use. This can be used when setting up Group/Company statements.
