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Adding Comments for a Financial or Cash Flow Statement

Procedure

You can enter comments for a financial or cash flow statement. You can enter comments for a single financial or cash flow statement, or for statements in comparison view.

To add comments for a financial or cash flow statement:

  1. Access the Financial Details How?, Financial Comparison How?, or Financial Cash Flow screens How?  

To access the Financial Details screen, see Adding a Financial Statement.

To access the Financial Comparison screen, see Comparing Financial Statements.

To access the Financial Cash Flow Screen, see Generating Cash Flow from Consecutive Periods.

  1. Click Comments.
    The Financial Comments screen appears.

  1. From the Statement Year list, select the statement year to which the comments apply.

  2. Enter your comments.

Tip: If your business administrator has defined AutoText for financials, click AutoText and then select the text you want to add.

  1. Click Save.

  2. To return to the Financial Details, Financial Comparison, or Financial Cash Flow screen, click Cancel.