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

To define

Use these

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 > Setup > Company > Preferences.

To apply:

  1. Select a cell, row, or column in the worksheet.
  2. Choose an option in the properties area. When you select a contents property, a label for it appears in the worksheet.

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:

  1. Select a cell, row, or column in the worksheet.
  2. Choose an option in the toolbar.

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:

  1. Click the Workbook Properties subtab.
  2. Select a property.