Quick Consols

Creating your AFS 1

• Creating a new consolidated set of AFS

AFS Settings 3

• Checking your AFS settings
• Modify set managing companies - Consolidated set
• Creating Labels

Headers 3

• Activating/deactivating your header for a section
• Additional header text
• Setting and editing your header

Questionnaire 2

• Completing the questionnaire
• Previewing your AFS

Tables 12

• Completing simple text tables
• Completing reconciliation tables
• Completing reconciliation matrix tables
• Editing a table
• Adding a row subtotal to a table

View all 12

Paragraphs 4

• Adding a paragraph (to an existing table or paragraph)
• Editing an existing paragraph
• Hiding a paragraph
• Deleting a paragraph or table that you've added

Adding a brand new Note 1

• Adding a brand new note

Formatting 4

• Changing Report Layouts
• Default table formatting
• Formatting individual tables
• Formatting paragraphs

Report Subtotals 2

• Report subtotals (adding/editing)
• Report subtotals (formatting)

General AFS How to 2

• Running reports (rerunning all reports)
• Downloading your AFS in MS Word

Rolling forward your AFS 1

• Rolling forward

XBRL 1

• XBRL