Exporting a financial statement workbook

Financial statement workbooks that you create automatically appear in the Financial Statement Design window for anyone with access to that window.

You need to export a workbook only when you want to share it with others who are using a different database in your company or in another company.

Note:

If the exported design contains a custom date property, only the property label exports; none of the other property options are included. Anyone who imports the workbook will need to re-create the custom date property. Example

If the exported design contains a company logo, the logo is embedded into the design; it is not an active link to the Ajera database. Anyone who imports the workbook may need to delete and add the logo property back into the design to ensure that the company logo they want appears.

To export a statement workbook to another database:

Open the workbook, if needed.

On the Design tab, click the Export button.

Browse to the location where you want to export the workbook, and click Save. The file name includes a file extension of .fsd to indicate that it is an Ajera Financial Statement Designer spreadsheet document. Email or share the document with others.

An employee with access to the other database must now import the workbook into that database. It then appears in the Financial Statement Design window for anyone with access to that window.