Customize headings and spacers

User permission: Manage Custom Statements

You can customize the headings and spacers that are in a financial statement. These are purely visual elements that make it easier for users to consume the information in the statement. Spacers allow you to add some formatting to the financial statement by inserting white space between the items. Headings allow you to include additional information in the financial statement. For example, you might want to add a descriptive heading to display underneath the financial statement name, or you might want to split the statement into sections with clear headers.

1. In the Statements menu, click the name of the financial statement you want to customize.

2. In the statement setup window, click the Add button where you want to insert the new heading or spacer, then select Heading or Spacer, as applicable.

   
3. If you added a heading, enter the text you want to display.

4. Click Save.

5. If you are finished customizing the financial statement, click Close > Close > Yes to rebuild the database.