Basis of presentation policy
Note features
Each note has a series of common features. Refer to Common Note Features for more information on each feature.
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Basis of presentation
Use the yellow popup menu to select the appropriate basis of presentation to be reported on. This will change the wording accordingly.
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Prepared/ Not prepared
Use the yellow popup menu to select if consolidated financial statements have been prepared or not prepared. The wording will changed accordingly.
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Percentage owned
When selecting that consolidation statements have been prepared, the percentage owned table will appear. Manually enter the companies and subsidiaries and the % owned in the table. Right-click on the express menu to insert more rows. Click on the folder icon to hide the section.
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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.
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Partnership/Proprietorship
Wording changes based on the Structure setting in the Client Profile panel in the Home menu. Either Partnership wording or Proprietorship wording.
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No new policies/ Change in Policies
Use the yellow popup menu to select if there was a change in policy or no new policies. The wording will change accordingly.
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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.
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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.
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