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Insert Dropdown to the 12 Month Income Statement

Insert Dropdown to the 12 Month Income Statement

Aug 6th, 2022

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How to Insert Dropdown to the 12 Month Income Statement

4.8 out of 5

43 votes

In this tutorial on Sage 50, the speaker discusses creating a 12-period balance sheet using the financial statement designer, as someone had requested it. The process begins in the reports and forms menu, selecting "financial statements" and using the standard 12-period income statement as a template. The speaker demonstrates copying building blocks from existing reports to create new ones. After selecting the income statement, they click the design button, where the 12 columns are displayed. The speaker copies the column description and suggests closing the window, advising against saving any changes. Finally, they indicate the need to choose the desired balance sheet format to proceed with the design.

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