Variables [Insert menu] (Financial Statement Editor)

Alerts and notices

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

When using cell mode in the Financial Statement Editor, open the Variables dialog to insert variables pertaining to amounts, text, dates, periods, additional amounts, locations, or departments into the statement. Variables allow you to use one statement for many clients instead of having to create a new statement for each client. By inserting a text variable such as client name or statement date when you print statements for your clients, instead of having to type that information on each document, you can just print the statement and the appropriate information will be automatically inserted for you.

To insert a variable in the selected cell, choose the appropriate variable type, highlight a variable in the list, and click OK. Special options exist for several of the variable types and are displayed below the list of variables.

From the Financial Statement Editor window, highlight one or more cells and then choose Insert > Variables or press CTRL+I.

Note:You first need to define certain types of variables that can then be inserted using the Variables dialog.

  • To define Amount variables, choose Setup > Account Groups.
  • To define Text variables, choose Setup > Text Variables.
  • To define Additional Amounts, choose Setup > Additional Amounts.

Special information

Using variables

Creating and editing financial statements

Editing financial statements, overview

Fields & buttons

Share This