How do I modify a note reference in my Financial Statements? - with QuickVid

Within the Financial Statements, you can insert a note reference column.

If a row in the statement does not have an assigned note reference, it will appear as {N#}.

Note: {N#} will not print within your accounts.

1. To modify the reference, right-click the {N#} (or a displayed reference) and select Modify Note References…

2. In the window that opens,  tick the note number that you wish to apply to this row and select OK.

3. Clicking this note reference will now jump you to that note within the accounts.

Note: While custom notes may appear within the list provided, this method will not work for them. To set a Note Reference for an Inserted note, see this article.

Please see our Client Services YouTube Channel for more QuickVids.