Video help

Customising text and fieldsCustomising text and fields

In this video:

Insert Word documents
Create a custom section
Insert notes
Edit text blocks
Insert text blocks
Move text blocks
Insert fields
Insert custom variables

Jump to a specific point in the video with the chapters button in the video.

Adding tables to a report

To insert a new table:

Right click an existing text block, table, image or page break
Select New > Table > Above or Below

The following table types can be added:

Bullet point
Current and prior
Current and prior with change %
Manual
Text

All tables that are added must be named. We recommend a descriptive name for the table.

If more complex tables are required tables could be inserted as an image.

Adding a Bullet point table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Clear contents on roll forward - if Yes is selected the table contents will be deleted in the rolled report
Bullet type - select either Alpha, Asterisk, Dot, Numeric or Roman numeral
Number of rows - the number of data rows for the table. Available rows are dependent on the bullet type. 1 to 26 for alpha and dot and 1 to 3 for asterisk, 1 to 50 for numeric and 1 to 10 for Roman numeral

Table header

Bullet point tables do not have a table header and a header cannot be added to them.

Column widths

Column widths can be changed by:

Click the table
Click the Column widths header
Select Column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated. Only columns which will print can have their widths edited.

Roll forward

The table contents will be cleared when a report is rolled forward, if Clear contents on roll forward is set to Yes.

Pasting data

To copy and paste bullet point lists from Microsoft Word, hold down the ALT key while selecting the text to be copied in Microsoft Word. This will select the text only and enable a list to be pasted directly into a bullet point table in the software.

Adding a Current and prior table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Header - select to use either the Income statement or the Statement of financial position header. If no header is required, select No
Header style - select to use either the Main table or Sub table header Styles
Unit header - adds a unit header row in the table header
Column setup - select from Currency, Numeric or Percentage for the column data type. For numeric and percentage data types, select the number of decimal places to show
Introduction - adds a bold text row as the first row and a spare text row as the second row for each group
Note reference column - adds a note reference column
Group 1 number of rows - the number of data rows for the group between 1 and 50
Group 1 subtotal row - if a subtotal is required, setting to Yes will enable group 2
Group 2 number of rows - the number of data rows for the group between 1 and 15
Group 2 subtotal row - if a subtotal is required, setting to Yes will enable group 3
Group 3 number of rows - the number of data rows for the group between 1 and 15
Group 3 subtotal row - if a subtotal is required
Total row - adds a total row as the last row of the table

Table header

The wording and period headers are controlled by Setup. Rounding is controlled by the Report options cog.

Column widths

Column widths can be changed by:

Click the table
Click the Column widths header
Select Column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated. Only columns which will print can have their widths edited.

Underlines when the table has only one row

When there are two or more rows in the table, a total row can be added. The total will be underlined to denote this, depending on the column type.

If only one row is required and the underlines are also required:

Set the number of rows in Group 1 to 2
Set Total row to Yes
Edit the table to have one row of data. The underlines will then print.

Roll forward

This table will be rolled automatically when a report is rolled forward. The current period will roll to the prior period and the current period will be cleared. There is no way to control this behaviour on a per table basis.

Adding a Current and prior with change % table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Header - select to use either the Income statement or the Statement of financial position header. If no header is required, select No
Header style - select to use either the Main table or Sub table header Styles
Introduction - adds a bold text row as the first row and a spare text row as the second row for each group
Totals - total rows can include the percentage, With percentage or exclude the percentage, Without percentage
Group 1 number of rows - the number of data rows for the group between 1 and 50
Group 1 subtotal row - if a subtotal is required, setting to Yes will enable group 2
Group 2 number of rows - the number of data rows for the group between 1 and 15
Group 2 subtotal row - if a subtotal is required, setting to Yes will enable group 3
Group 3 number of rows - the number of data rows for the group between 1 and 15
Group 3 subtotal row - if a subtotal is required
Total row - adds a total row as the last row of the table

Table header

Some of the table header cells are editable. The period headers and are controlled by Setup. The currency header is controlled by the Report options cog.

Column widths

Column widths can be changed by:

Click the table
Click the Column widths header
Select Column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated. Only columns which will print can have their widths edited.

Decimal places

The number of decimal places for the percentage column is controlled by the Current vs prior option in Rounding.

Underlines when the table has only one row

When there are two or more rows in the table, a total row can be added. The total will be underlined to denote this, depending on the column type.

If only one row is required and the underlines are also required:

Set the number of rows in Group 1 to 2
Set Total row to Yes
Edit the table to have one row of data. The underlines will then print.

Roll forward

Adding a Manual table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Clear contents on roll forward - if Yes is selected the table contents will be deleted in the rolled report
Header - if Yes is selected then a 3 row header is added to the table
Header style - select to use either the Main table or Sub table header Styles
Merge header - if Yes is selected then identical text in adjacent cells in the header will merge. Applies to the first used header row only.
Introduction - adds a bold text row as the first row and a spare text row as the second row for each group
Group 1 number of rows - the number of data rows for the group between 1 and 50
Group 1 subtotal row - if a subtotal is required, setting to Yes will enable group 2
Group 2 number of rows - the number of data rows for the group between 1 and 15
Group 2 subtotal row - if a subtotal is required, setting to Yes will enable group 3
Group 3 number of rows - the number of data rows for the group between 1 and 15
Group 3 subtotal row - if a subtotal is required
Total row - adds a total row as the last row of the table

The following column data types are available:

Currency - currency data type based on the rounding for the report
Date - date data type
Numeric - numeric data type that can be configured to between 0 and 5 decimals
Percentage - percentage data type that can be configured to between 0 and 5 decimals followed by a % sign
Price - numeric data type that can be configured to between 0 and 5 decimals, preceded by the report currency symbol
Text - free text entry

Manual tables can have between 2 and 15 columns.

A total column can be added as the last column. Turning on a total column will disable column 15 as it is not possible to have a 15 column table, plus a total column. Likewise, turning on column 15 will disable the total column. To turn off a total column, untick all Total tickboxes.

Currency, Numeric, Percentage or Price data types can be added together in the total column. Only the same data type can be added together. Meaning for example, Currency and Numeric columns cannot be added together, but Currency and Currency columns can be added. To select columns to be added together in the total column, click the Total tickbox for the columns to be included.

There is no option to add Percentage or Price columns down the page.

Table header

Some of the table header cells are editable, depending on the column data type. The currency header is controlled by Setup

Column widths

Column widths can be changed by:

Click the table
Click the Column widths header
Select Column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated. Only columns which will print can have their widths edited.

Rows in the first column not printing

Rows in the first column will only print if there is data on the same row of a type of currency, numeric, percentage or price. This means manual tables cannot have just text columns, or date columns, or a text column and a date column, as the first column would not print. A 'Text' table should be used for those two situations. A warning will be displayed if the table is setup in this way.

Underlines when the table has only one row

When there are two or more rows in the table, a total row can be added. The total will be underlined to denote this, depending on the column type.

If only one row is required and the underlines are also required:

Set the number of rows in Group 1 to 2
Set Total row to Yes
Edit the table to have one row of data. The underlines will then print.

Roll forward

The table contents will be cleared when a report is rolled forward, if Clear contents on roll forward is set to Yes. Note that a Current and prior table will roll forward.

Adding a Text table

The following settings are available for this table type:

Table name - a descriptive name for the table and its contents
Allow break across pages - if Yes is selected the table contents will split across pages if required
Clear contents on roll forward - if Yes is selected the table contents will be deleted in the rolled report
Header - if Yes is selected then a 3 row header is added to the table
Header style - select to use either the Main table or Sub table header Styles
Number of columns - the number of columns for the table between 1 and 20
Number of rows - the number of data rows for the table between 1 and 50

Column widths

Column widths can be changed by:

Click the table
Click the Column widths header
Select Column widths
Enter the % of the total width of the table to assign to each column

The width of column 1 is automatically calculated.

Roll forward

The table contents will be cleared when a report is rolled forward, if Clear contents on roll forward is set to Yes.

Moving tables

To move a table to another place within the same note:

Right click the table
Click Move > Table to a new position
Right click a different text block, table, image, balance check
Click Move > Selected table below or Cancel

Alternatively:

Select the Ellipsis next to a row of a table
Click Move > Table to a new position
Right click a different text block, table, image, balance check, page break
Click Move > Selected table below or Cancel

Copying tables

User added tables can be copied from any note or section, and pasted into any note or section.

To copy a user added table:

Right click the table
Click Copy > Table (only table is copied) or Copy > Table and contents (both table and its contents is copied)
Right click a different text block, table, image, balance check
Click Paste table below

Alternatively:

Select the Ellipsis next to a row of a table
Select Copy > Table (only table is copied) or Copy > Table and contents (both table and its contents is copied)
Right click a text block, table, balance check, image or page break
Click Paste table below

Editing table settings

To change a settings of a user inserted table:

Select the Ellipsis next to a row of a table
Click the Settings button

Deleting a table

To delete a user inserted table:

Right mouse click the table
Select Delete table

Alternatively:

Select the Ellipsis next to a row of the table
Select Delete table

It is also possible to delete the content of multiple cells within a table.

All deletions are permanent.

Adding text blocks to a report

New text blocks can be added to a report:

Right click a text block, table, balance check, image or page break
Select New > Text block > Above or Below
The edit text block box will be shown.

Alternatively:

Select the Ellipsis next to a text block, balance check, image, page break or a row of a table
Select New > Text block > Above or Below

The following keep with next options are available for all text blocks:

No: This will insert a text block and should be used in most cases
Yes - no space: This will insert a text block and the software will keep it and the following text block, table or image together, so they will not split across a page. There will be no blank line between the inserted text block and the next report item
Yes - space: This will insert a text block and the software will keep it and the following text block, table or image together, so they will not split across a page. There will be one blank line between the inserted text block and the next report item

A setting of 'Yes' would normally only be used to keep a text block and following image, table or text block from splitting across two pages. Inserting many consecutive text blocks with a setting of Yes - no space or Yes - space could result in issues with page breaks as it has been instructed to keep the content together when it cannot fit on a page.

The following Style options are available for text blocks:

Text body
Text header
Text header 2
Text header 3

These styles are linked to Styles and work in the same way as styles in Word.

Page breaks can be inserted within large text blocks by selecting Allow break across pages - Yes.

Up to 5 additional text blocks can be inserted. Additional text blocks will have a keep with next setting of 'No' and the style set to 'Content'.

To delete a user added text block:

Right click the text block
Select Delete text block
A deleted text block cannot be undeleted.

Alternatively:

Select the Ellipsis next to a text block
Select Delete text block

Moving text blocks

To move a text block to another place within the same note:

Right click the text block
Click Move > Text block to a new position
Right click a different text block, table, image, balance check or page break
Click Move > Selected text block below or Cancel

Alternatively:

Select the Ellipsis next to a text block
Select Move > Text block to a new position
Right click a different text block, table, image, balance check or page break
Click Move > Selected text block below or Cancel