About defining pieces of a statement
To define the pieces of a financial statement, you first select a cell, row, or column in the worksheet. You then manually enter information or use a property to define the selection.
Entering information
You can manually enter information directly into a cell if a property does not fit your information need.
For example, you can enter a statement title, such as Profit and Loss Statement, or you can enter a formula to define relationships between cells.
Ajera supports common spreadsheet formulas.
Using properties
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To define |
Use these |
|---|---|
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Contents of a selected cell, row, or column |
Contents properties These properties reference the Ajera database so that when you view or print a statement, it retrieves the current information from the database. Because information is not manually entered, properties make a design more reusable. If a property includes a day or time period, it may also reference the
Month-End Date field
on the Workbook Properties sheet or the Fiscal Year fields in To apply:
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Appearance of a selected cell, row, or column |
Formatting properties These properties determine font styles, text alignment, numerical precision, number format, and borders. To apply:
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Certain aspects that apply to a statement or to all statements in a workbook |
Global properties These properties include the print settings, accounting basis, appearance of elements such as currency symbols, and date on which the financial information is based in a statement. To apply:
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> Setup > Concepts
About the Month-End Date field
About financial statement designs
Tasks
Designing a financial statement
Adding your logo to a financial statement design
Entering formulas in the worksheet
Verifying the statement time periods
Designing multilevel profit and loss statements
Designing an itemized profit and loss statement (account groups)
Opening a financial statement design
Viewing a list of financial statement designs
References
