Financial Statement Wizard - Financial Statement Name

Related topics

Design a financial statement

Filter a report, form, or financial statement

Print a report or financial statement

Copy a financial statement format from one company to another

Set up a rounding account for financial statements

Perform other report or form tasks

Learn more about the Financial Statement Design window and object tools

In this window the wizard asks you to choose a template on which to base the new financial statement you're creating, then give it a new name for future reference.

  1. Use the drop-down list in the Financial Statement Template field to choose an existing financial statement as template. For example, to create a new income statement, you would choose as template an existing income statement.
  2. In the Name field, the wizard will offer a default name for the new statement. Enter a different name as desired, a maximum of 30 characters.
  3. In the Description field, the wizard will offer a default description as well. Enter a different description for the new statement, if desired.

  4. When finished, click Next to continue designing the statement.

    Sage 50 displays the Financial Statement Wizard - Headers and Footers window.