Editing a Format

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    Overview

    You can edit a format to customise it for the client.

    Edit a Format

    1. In Financial statements double click  the format you wish to edit.
    2. With the new tab displaying the format, in the Task Bar under Tasks, select Draft mode.
      This displays all possible rows that could output.
    3. Edit the format. The format toolbar provides cut, copy, paste, undo and redo options.
    4. To save your changes, select Save from the Task Bar.
      If you have not saved your changes you will be prompted to do so when you close the format.