Quick Start Guide

This category should be used to store periodic balance sheets. If required, integer fields can be added to the category index data to capture data related to a balance sheet’s total assets, liabilities, or equity.

A few points to keep in mind with this category:

Name – This is a free text field. The yellow highlighting indicates that it is a mandatory field. This means the field requires a value to be entered in order to save the document.

Period – This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Period. Although the entries in this dictionary can be modified and added to, the default values are:

•Annual

•Month

•Quarter

•Semi-annual

Division – By default, this is a free text field. However, it’s possible to restrict the entries available by replacing this with a new keyword dictionary field. This gives you greater control of the entries that can be selected, making it easier down the line to sort and categorize different types of documents.

Notes – This is free text field limited to 50 characters by default, but this can be increased. You can do this by right-clicking on the field box, selecting Properties, and changing the value for Length. The maximum value is 4,000 characters. If you increase the character limit, make sure you resize the box on the dialog accordingly so all entered text can be seen on the screen.