Add headings and spacers

User permission: Manage Custom Statements

Headings and spacers are purely visual elements that make it easier for users to consume the information in the statement.

• 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 split the statement into sections with clear headers.

• Spacers allow you to add some formatting to the financial statement by inserting white space between the items.

On the Edit statement tab of the Manage statements screen, click the Add button where you want to insert the new item, then select Heading or Spacer.

Alternatively, click an item's menu button (three dots), then select Insert row above or Insert row below, and select Heading or Spacer.

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