Changing a financial statement design
- Open the design, if needed.
- Click the Design tab.
- Change the global properties for the worksheet or the workbook, as needed. For example, click the Workbook Properties subtab and do the following:
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To change this |
Do this |
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Date on which Ajera determines the time period for the financial information in the workbook |
Change the date in the Month-End Date field. |
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Accounting basis of the workbook |
Select an option in the Report Basis field. |
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Department, company, or reporting entity of the worksheet |
unavailable in ajeraCore unless you have the Departments add-on Select the department or reporting entity to which the worksheet is restricted. If you use multi-company, you can also restrict by company. (Select the blank option at the top of a field if you want to clear the selection.) |
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How zeros, currency, negative numbers, commas, and so forth display in the statement |
Select an option in those fields. |
- Change the row or column definitions, as needed. (To view a definition, select a row or column. If a property other than a custom date property defines the row or column, it is highlighted in the properties area, below the worksheet.) For example, after selecting the row or column:
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To change this |
Do this |
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Account in an Amounts row |
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Itemization or summarization of an account in an Amounts row |
Click the Itemized or Summarized button in the Grouping section. |
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Whether an account in an Amounts row displays as a positive or negative value |
Select or clear the Reverse sign check box. |
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Department or reporting entity in a column or an Amounts row |
unavailable in ajeraCore unless you have the Departments add-on Delete or select a different department or reporting entity in the Row Filter section. |
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Specific time frame or point in time in a column |
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- Change the cell formatting settings, as needed. For example, after clicking the cell or cells:
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To change this |
Do this |
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Font family, size, color, or style |
Select an option in the Font group of the toolbar. |
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Cell border or fill |
Click |
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Alignment of cell contents |
Select in option in the Alignment group of the toolbar. |
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Merged or split cells |
Click |
(Border) in the Font group of the 
(Merge/Split) in the Alignment group of the - Change the formula settings, as needed. For example, after clicking the formula cell:
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To change this |
Do this |
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Formula |
Change or enter a new formula. Ajera supports common spreadsheet functions. |
- Click the Preview tab to view the results of your changes.
- Click Save or Save As to save the workbook. The workbook appears in the Financial Statement Design window for all employees with access to it.
See also
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
Designing a financial statement
