Defining cells in a financial statement

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

After you have defined the row properties, you must define the cell or column properties before amounts will appear in the appropriate cells. Specifically, you must select the appropriate period for each cell/column.

  1. Highlight the column(s) or cell(s) that you want to define. This automatically selects Cell mode.
  2. If appropriate, enter the text that you want to appear in the cell in the Text field.
  3. In the Contents field, you may enter a formula, account group, or single account if desired. It is not necessary if you have already defined the row.
  4. In the Period field, select the appropriate period from the drop-down list. Often, this is the only required action when defining a cell. For any cells that will contain amounts defined in the Row Properties box, this field is required and until you define the period, no amounts will appear in the cell. If the period you want does not appear in the drop-down list, press F5 to open the Formula dialog where you can choose the appropriate period from the period field drop-down list.
  5. Choose the type of amount that you would like to appear in the cell from the Amount Type drop-down list. This field automatically defaults to Balance (BA) amounts.
  6. If the client has locations or departments, you may specify which location or department to gather amounts from. To select a department or location, choose them from the appropriate drop-down list. If you want information for all locations and departments, leave the fields blank.
  7. Click in the Editing Worksheet, or move to a different row or column to save the cell properties and apply them to the statement.

If you select an individual cell (rather than an entire row), you must define a valid formula for that cell (in the Contents field), along with a default period indicator and amount type. If you do not, no data will appear on the statement.

Tip: After defining the row properties for a statement, you would normally define the cell properties for an entire column and then make adjustments to individual cells as necessary.

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