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Template Tools - Switching SoCI and Detailed Income Statement (Desktop)

What it is: A Template Tools function that swaps the positions of the Statement of Comprehensive Income (SoCI) and the Detailed Income Statement within the Annual Financial Statements.

What it's for

Depending on the entity type and the reporting framework, the SoCI may need to appear before or after the Detailed Income Statement. Rather than manually moving sheets, this function swaps the two statements in one step, ensuring the correct order without disrupting formulas or links.

How to do it

  1. Navigate to Template Tools on the Annual Financial Statements toolbar.
  2. Select Switch SOCI And DetailedIS.
  3. The SoCI and Detailed Income Statement exchange positions in the AFS.

Tip: Run this function again to reverse the switch if needed.

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-template-tools-switching-the-statement-of-comprehensive-income-soci-and-detailed-income-statement

Walkthrough: https://scribehow.com/viewer/Draftworx_Desktop_Template_Tools_Switching_the_Statement_of_Comprehensive_Income_SOCI_and_Detailed_Income_Statement__DX091__czrDZlKMTj-9ciblFVMnDw