Financial Statement Wizard - Financial Statement Name

How Do I...

In this window the wizard asks you to choose a template on which to base the new financial statement you're creating, then give it a new name for future reference.

  1. Use the drop-down list in the Financial Statement Template field to choose an existing financial statement as template. For example, to create a new income statement, you would choose as template an existing income statement.
  2. In the Name field, the wizard will offer a default name for the new statement. Enter a different name as desired, a maximum of 30 characters.
  3. In the Description field, the wizard will offer a default description as well. Enter a different description for the new statement, if desired.
  4. When finished, select the Next button to continue designing the statement.

    Sage 50 displays the Financial Statement Wizard - Headers and Footers window.

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