Inserting headers and footers in a financial statement

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Headers and footers act as smaller worksheets that appear at the top and bottom of each sheet. They behave in exactly the same manner as the rest of the editing worksheet and adhere to the same rules. You may insert additional rows and columns, apply row and cell properties, insert bitmaps, etc. Generally, headers and footers are purely text based and provide information about the statement (the client name or firm name, for example).

To open the header and footer sections in the Financial Statement Editor:

  1. Choose View > Headers > Footers. If the headers and footers are already showing, ignore this step.
  2. Add information to and format the headers and footers just as you would any other part of the statement.

See also

Adjusting the page margins or the Header > Footer margins for a statement

Insert menu

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