Task Technology FAQs :: How do I Insert a Detailed Profit & Loss Statement into the Financial Statements?

Search the Knowledgebase

Browse by Category

FAQs Home > Templates > IFRS Financials Template > Statements / Schedules / User Defined

How do I Insert a Detailed Profit & Loss Statement into the Financial Statements?

Open the Financial Statements in 'and the Management Reporting template, Edit Mode allows the user to access some of the advanced features of CaseView whilst maintaining a clean interface and usability. Edit Mode allows the user to make formatting, style and content changes to the statements being prepared.

Edit Mode can be enabled from the Document Menu.'); return false">Edit Mode' and complete the following steps:

Ensure 'Schedules' have been activated as a 'Required Area' of the Financial Statements:

From the 'Financial Statements' menu select Options | Financial Statement Options
From the 'Settings' menu select General | Areas required
Within 'Areas required' ensure the Schedules checkbox has been ticked
Click the Back to Financial Statements button (refer: Figure 1) to return to the Financial Statements

From the 'Financial Statements' menu select Documents | Insert | Schedules

The list of available Schedules is displayed, which includes four different formats for the 'Detailed Profit and Loss Statement' (refer: Figure 2)

Click the outer checkbox to select the appropriate format of the 'Detailed Profit and Loss Statement'

Click the OK button

Figure 1: Figure 2: