Editing worksheet

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The editing worksheet at the right side of the Financial Statement Editor displays information that is representative of what will appear on the actual statement. No actual amounts or account descriptions will appear on the worksheet, only items representing the actual information that will appear when you preview or print the statement. This allows you to set up a statement that can be used for all of your clients without having to re-format the statement for each client.

The worksheet itself, similar to many popular spreadsheet applications, is made up of rows, columns, and cells. On the left, each row is assigned a number and a description that explains its role within the statement. While the number is purely for reference, the description may be changed depending on what function you want the row to perform in the statement. The application populates a cell by looking at the definition of the cell and the row, and then pulling the appropriate amount(s) and/or description(s) from the Chart of Accounts.

To modify the properties and contents of certain cells or rows, you must be in the appropriate mode. There are a variety of methods for choosing the correct mode.

You may assign a group of cells the same properties by selecting them and choosing the properties as you would for a single cell. To select an entire column of cells for formatting, click the column letter button at the top of the worksheet. To select a group of cells, click and drag to highlight them. Once the properties for a group of cells have been defined, any cell's properties within that group may be changed without affecting the rest of the group.

To view how the statement will appear when printed, choose File > Print Preview, or click the Print Preview button on the toolbar.

See also: Editing financial statements, overview

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