Disclosure Studio has a robust system to automate note numbering in your ACFR. This step-by-step guide will take you through the process of how to create note that will have automated numbering that will synchronize between the Table of Contents, the report itself and the reference within the narrative part text.
Automating Note Numbering in your ACFR
When preparing an ACFR, the narrative sections often reference specific note numbers (for example, “see Note 7”). Those note references are static, meaning if note numbering changes later in the process, the references in the narrative do not update automatically thus confusion will ensue from the manual note numbers.
This guide will show you how to automate it so if the numbering of the notes shifts, the references in the narrative update automatically.
- Click on the note's overflow menu.
- Then click "Link".
- Navigate to the section where you want your note number to be.
- Select where you want the automated note number to be.
- Click "Insert Variable".
- Click "Note". This will paste that automated note number where your cursor is.
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