Variables [Insert menu] (Financial Statement Editor)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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

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