Changing the Link Description (Desktop)

What it is: The ability to customise the label that appears next to a link number in the Annual Financial Statements, so it reads exactly as you want rather than the template default.

What it's for

Each link number has a default description (for example, "Trade and Other Receivables"). If the client uses different terminology, or if a note heading needs to be tailored for a specific reporting framework, you can change the disclosure description directly from the Working Trial Balance. The updated label then flows through automatically to all relevant sections of the Annual Financial Statements.

How to do it

Changing a Link Description

1. On the Working Trial Balance, find the account you want and select the arrow next to its link number.
2. In the link-number panel, select the current text in the Disclosure Description column.
3. Type the new description you want to use.
4. Confirm the selection — the new description now appears in the corresponding sections of the Annual Financial Statements.

Related concepts

• Trial Balance

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-changing-the-link-description

Walkthrough

• Scribe guide: https://scribehow.com/viewer/Draftworx_Desktop_Changing_the_Link_Description__DX070__YbPHxySlRqSQ2hm0vTJ68g