Financial Statement Designer

Setting up security for the Financial Statement Designer

Designing a financial statement

• Setting up a statement title
• Adding your logo to a financial statement design
• Setting up columns
• Setting up Amounts rows
• Setting up totals
• Setting up a cell
• Enter formulas in the worksheet, as needed
• Setting up workbook properties
• Verifying the statement time periods

Designing a multilevel profit and loss statement (unavailable in ajeraCore unless you have the Departments add-on)

Opening a financial statement design

Viewing a list of financial statement designs

Changing a financial statement design

Copying a financial statement design

Deleting a financial statement workbook

Changing the Profit and Loss Statement (account groups) template design

Changing the Balance Sheet (account groups) template design

Changing the Statement of Cash Flows template design

Printing a financial statement

Exporting a financial statement workbook

Exporting a financial statement to Excel

Importing a financial statement workbook

Entering formulas in the worksheet

Creating footers in the statement

Repeating column or row headings in the statement

Inserting page breaks in the worksheet

Hiding rows or columns in the worksheet

Adding, deleting, and renaming worksheets

Using shortcut keys in the worksheet

Right-clicking in the worksheet

Creating custom date properties

Changing a custom date property

Deleting a custom date property

Creating a statement group

Changing a statement group

Deleting a statement group

For managers

Previewing or printing a statement group

Exporting a statement group to Excel