Company-specific line items — visible at a glance

May 1, 2026

In many filings, the face statements mix standard line items with issuer-defined positions — extensions to the taxonomy that reflect how that company reports (extra P&L lines, cash flow subtotals, note-specific concepts, and similar).

New: choose a highlight colour for these company-specific line items, then use Format Cells on the ribbon. In the default setup, non-standard positions in your income statement or cash flow statement stand out from standard taxonomy lines — so you can spot where the issuer departed from the template.

You can also apply the same highlighting to other taxonomy extensions the issuer used, by selecting the relevant prefixes in Settings.

What this enables

  • Quickly see issuer-specific vs. standard line items in extracted tables
  • Consistent number formatting plus colour in one step
  • Configurable — choose which extension groups to highlight
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