Adding content to notes

Add text sections or form sections to a note to include narrative disclosures or structured financial data tables in the notes to accounts.

Procedure

  • To add a text section:
    1. Select the note from the notes list.
    2. Click Add section and select Text.
    3. Enter the narrative content in the text editor.
    4. Apply formatting as required.
    5. Save the note.
  • To add a form section:
    1. Select the note from the notes list.
    2. Click Add section and select Form.
    3. Select the IBM Controller form.
    4. Define column titles.
    5. Configure display settings.
    6. Optionally, select whether to include group data, parent data, or both.
    7. Save the note.