Using variables in a financial statement

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Financial Reporter module

Use the Insert > Variables dialog to insert amount, text, date, period, additional amounts, locations, and departments variables into the statement. Variables allow you to use one statement definition for many clients instead of having to create a new statement for each client. Instead of entering the client's name on each statement when you print, the client's name will automatically be inserted into the financial statement for you by using the text variable client name.

  1. Highlight the cell in which you would like to place the variable (variables may only be entered while in cell mode).
  2. Choose Insert > Variable, or press CTRL+I to insert a variable.
  3. When the Variables dialog opens, choose the type of variable by selecting the appropriate option.
  4. Highlight the variable that you would like to insert.
  5. If Period options are available, you may select them at the bottom of the Variables dialog.
  6. Click OK to add the variable to the statement.

See also

Using memo amounts in financial statements

CSA Guide to Working with Location/Department Clients (PDF)

Share This