A short list of the kinds of financial statement: Trial Balance, Schedule, Notes, Financial Statement, Sub-Schedule and Account Group. The report builder uses this setup list when you define a statement.
When to use it
Rarely, because the standard list ships ready. Add a type only for an unusual report layout.
Where to find it
Setup > Report Setup > Statement Type.
The fields on this screen
| Field (on screen) | What to enter | Required |
|---|---|---|
| Statement Type | The kind of statement - Trial Balance, Schedule, Notes, Financial Statement, Sub-Schedule or Account Group. | No |
Tips
This is a shared list. You pick from it in the report builder, and you will rarely need to add to it.
Related guides
- Row Type, Financial Statement (report builder)