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
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To insert a subtotal or subheading, right-click on the
express menu and select the appropriate option.
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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.
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When more than one subtotal is inserted in a section (e.g. COGS) the template will automatically produce an underline beneath each subtotal.
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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.
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Subtotals and subheadings/lines space(s) ignore automatic sort functions (alphabetical, ascending and descending) and stay in place.
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