Using Line-Specific Help and Cell Memos

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The application offers standard help plus the ability to enter your own helpful information for each account in general and for each cell (the period data for an account).

Note: The Cell Memo feature is available in projections as well as in statements.

Steps: Get Help for Accounts

Each account in the application has line-specific help, which consists of a standard explanation of the account plus any comments entered by you or other users.

To access line-specific help for an account, follow these steps from the historical statement page:

  1. Right-click the account title.

  2. Choose Line-Specific Options from the menu that appears.

See the Line-Specific Options dialog box help topic for more information about the options available.

Steps: Add Cell Memos

You can view, edit, add or delete comments for any cell (period data for an account) by means of the Cell Memo feature. When a memo exists for a cell, the cell is highlighted in yellow.

To access the cell memo, follow these steps from the historical statement page:

  1. Right-click a cell.

  2. Choose Cell Memo... from the menu that appears.

See the Cell Memo Dialog Box help topic for more information about the options available.