Importing a financial statement workbook

Financial statement workbooks that other employees create automatically appear in your Financial Statement Design window.

You need to import a workbook only when another person (such as your consultant) creates the workbook in a different database and then exports it for your use.

Note:

If the imported design contains a custom date property, only the property label imports; none of the other property options are included. You must re-create the custom date property. Example

If the imported design contains a company logo, the logo is embedded into the design; it is not an active link to the Ajera database. You may need to delete and add the logo property back into the design to ensure that the company logo you want appears.

To import a financial statement workbook:

Save the workbook you want to import to a location accessible to you.

From the Reports menu, click Manage Financial Statements > Designs. A blank worksheet appears.

On the Design tab, click the Import button.

Browse to the location where the workbook is stored. An exported workbook has a file extension of .fsd to indicate that it is an Ajera Financial Statement Designer spreadsheet document.

Select the workbook and click Open. The workbook appears in the Financial Statement Designer.

Note:

If the workbook you want to import is from an earlier version of the Financial Statement Designer, a window appears asking if you want to update the design. Click Yes. Review the workbook properties as some options may have changed.

Click Save or Save As to save the workbook. The workbook appears in the Financial Statement Design window for anyone with access to that window.