How to Add Fund Operational Notes to a Consolidated Financial Statement

Updated on 10 Jan 2023
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I would like to add fund operational notes to the bottom of the consolidated financial statement, how can I do that?

Answer:

You can add fund operational notes to the bottom of the consolidated financial statement by doing one of the following:

1. Add it to the report layout: Statement Layout, Insert Layout Item, choose Field, Table Fund, Field (Fund) Operation Notes
Working in Stayment Layout

Go to Statement Layout
Insert Layout Item, choose Field
Table Fund, Field (Fund) Operation Notes

2 Insert Merge Text which allows the combination of multiple fields and other text together:
How to Insert Merge Text

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