How do I change the case and bolding in the Jazzit financial statement headings?

section-headings-options
The Jazzit financial statements include controls to modify the case (upper and lower) and bolding (bold and unbolded) of section headings. Each section heading can be modified individually. 

news-section-headings-01 intro-for-headings

 


Heading Controls

The case and bolding controls can be found in the Statement settings panel located under the respective headings of the Balance Sheet, Income Statement, Statement of Retained Earnings, Cash Flow and Schedules. Click on the folder icon next to Statement settings to reveal the controls. 

news-section-headings-02 statement-settings

The functionality itself is fairly straightforward. Column headings describe the formatting being activated with the related checkboxes. For example, checking the box under Bold will apply bold to the heading while unchecking will unbold it. 

The wording of a particular heading can be changed in the Heading column. Click on the dropdown to see the available options.

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You can also type an alternate description directly into the dropdown. An override indicator will appear when you do this. The description can also be typed into its actual location in the statement.

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Here are controls as shown in the Income Statement. A Singular/Plural setting is also available for the Income Statement. (Ex: Plural = Expenses, Singular = Expense)

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Here are the same options as presented in the Cash Flows.

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Statement of Retained Earnings

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1-2 Year Income Statement Schedule

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1-9 Column Income Statement Schedule

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Administrators

The above controls can be set as Firm wide preferences by modifying the appropriate Resource centre modules. These modifications are performed by the Jazzit administrator.

The following modules can be modified using the above controls:   

  • Balance Sheet (BS, BS2, BS3)
  • Income Statement (IS, IS2)
  • Statement of Cash Flows (CF, CF2)
  • 2 Column Income Statement Schedule (SC1)
  • 9 Column Income Statement Schedule (SC6)

Right–click functionality

Options found by right-clicking on the section heading can also be found when right-clicking on the corresponding item under the heading column. 

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