Each note has a series of common features. Refer to Common Note Features for more information on each feature.

Use the express menu to insert more input paragraphs.

Click on the checkbox next to each heading to show the applicable risk section(s). Uncheck the checkboxes to hide the risk section(s) not applicable.

The risk headings can be formatted. Right-click on the heading and select the desired format options.

 

 

Please see the following link for more information on the options.

 

Select the default grouping you want to use for the note linkage. The note is defaulted to use the Account link.

Type rounding amount to round the note if necessary. The amount is rounded to the designated rounding line as indicated by the .

 

To apply the rounding difference to a row, right-click on the express menu () and select Adjust this row for rounding. The indicates the designated rounding line.

 

Use the popup menu to select a link number. This can be a map, account or group number depending on the link type selected.

This allows you to change the sign of the linked rows. Changing the sign will affect the calculation.

The link type is set from the default link type selected. You can change the link type for the individual row item if different from the default link type.

Use the entity popup menu to select the entity from the list. This will only show the balances associated with the selected entity.

Check off or uncheck the checkbox to skip or hide the total.