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Option 3
1
Note features
1. Note features
Each note has a series of common features. Refer to Common Note Features for more information on each feature.
2
Options
2. Options
  • Sort the order of sections: Sort the sections in the note.
  • Grand total at bottom of note: Toggle the grand total at the bottom of the note on/off.
 
Please see the following link for more information on the rest of the options.
 
3
Entity
3. Entity
Use the entity popup menu to select the entity from the list. This will only show the balances associated with the selected entity.
4
Link number
4. Link number
Use the popup menu to select a link number. This can be a map, account or group number depending on the link type selected.
5
Link type
5. Link type
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.
6
Entity
6. Entity
Use the entity popup menu to select the entity from the list for each row. This will only show the balances associated with the selected entity for that row.
7
Adjustment for rounding
7. Adjustment for rounding
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.
 
8
Express menus
8. Express menus
Right-click on the Express menu to insert more linked lines, insert subtotals, sort and delete current lines where the options are available.
9
Comments (input paragraphs)
9. 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.
10
Show/hide sections
10. Show/hide sections
Use the popup menu to select how many sections you want to show.
11
Print/skip row
11. Print/skip row
Check off or uncheck the checkbox to skip or hide the total.