Rename a financial statement

If you have permission to manage financial statements, you can rename the Profit and Loss, Cash Flow and Balance Sheet statements that you created. You cannot rename the original statements (created with your database) nor the Trial Balance.

1. In the Statements window, select the statement you want to rename by clicking the number to the left of its name, then click Rename.

2. Change the name as required and click Rename.

3. Click Close > Yes to rebuild the database.

Related pages

• Manage financial statements

• Create a financial statement

• Customize a financial statement