JZ010 How do I add a subtotal to the Jazzit financial statements?
Subtotals and subheadings can be inserted throughout the Jazzit financial statements. This includes balance sheet, income statement, cash flows, schedules and notes. This is a useful feature for creating additional sections in the financial statements. In the example below, 3 sections were created within the expense section of the income statement using a combination of subtotals, subheadings and line spaces.
Solution
To insert a subtotal or subheading, right-click on theexpress menu and select the appropriate option.
Section headings (e.g. Expenses) can be right-clicked to produce the same options. This is useful for inserting a subheading or subtotal as the first line in a section.
When more than one subtotal is inserted in a section (e.g. COGS) the template will automatically produce an underline beneath each subtotal.
Sometimes this will create a “double-underline” at the bottom of a section. Right-click on the express menu () on the subtotal line and select the Underline below subtotal option to remove the underline. Underlines can be removed for any subtotal.
Subtotals andsubheadings/lines space(s) ignore automatic sort functions (alphabetical, ascending and descending) and stay in place.
)
