A stored presentation tree for one financial statement. It was designed to let a company reorder, rename or regroup statement lines without changing the classifications on its chart of accounts. It owns a set of Statement Layout Node rows. Important: no statement screen, export or published statement reads these records. Every statement places each GL account by its own Schedule III Classification, falling back to its Account Type, so creating, editing or deleting a Statement Layout changes no statement output. The entity is in no seeded app, its form has no list of nodes, and its Vertical or Horizontal choice is made by opening the Horizontal Profit and Loss or Horizontal Balance Sheet screen instead. To change where an account appears on a statement, correct its Schedule III Classification on the GL account.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
Format | Format | Text | | Free text recording the intended presentation, Vertical or Horizontal, typed into a plain text box. No statement reads it. The horizontal (T-form) statements are separate screens: Horizontal Profit and Loss and Horizontal Balance Sheet. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | Marks the layout as in use. No statement reads it. |
IsDefault | Is Default | Boolean | | Flags the layout as the preferred one for its statement type. Nothing reads the flag and nothing stops several layouts from carrying it. |
Label | Label | Text | | An optional display caption for the layout. Not read by any statement. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | GL Account Name | Text, unique | Yes | The layout's name. The form labels it GL Account Name, but it names this layout, not a GL account. Required and unique across the tenant. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company the layout belongs to. The field is on no seeded form, so it stays empty unless set through the API or an import. |
RecordTypeId | Record Type | Guid, hidden | | |
StatementTypeName | Statement Type Name | Text | | Free text recording which statement the layout was meant for: BalanceSheet, ProfitAndLoss, CashFlow or TrialBalance. The form shows a plain text box with no list, and no statement reads the value. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
