Changing a financial statement design

To change a financial statement design

  1. Open the design, if needed.
  2. Click the Design tab.
  3. Change the global properties for the worksheet or the workbook, as needed. For example, click the Workbook Properties subtab and do the following:

To change this

Do this

Date on which Ajera determines the time period for the financial information in the workbook

Change the date in the Month-End Date field.

Accounting basis of the workbook

Select an option in the Report Basis field.

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.)

How zeros, currency, negative numbers, commas, and so forth display in the statement

Select an option in those fields.
  1. 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:

To change this

Do this

Account in an Amounts row
  1. Change the account in the Account Filter section.
  2. Change the row heading accordingly.

Itemization or summarization of an account in an Amounts row

Click the Itemized or Summarized button in the Grouping section.

Whether an account in an Amounts row displays as a positive or negative value

Select or clear the Reverse sign check box.

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.

Specific time frame or point in time in a column
  1. Select a different time frame or point in time in the Content List (for example, Activity This Month This Year).
  2. Change the column heading accordingly.
  1. Change the cell formatting settings, as needed. For example, after clicking the cell or cells:

To change this

Do this

Font family, size, color, or style

Select an option in the Font group of the toolbar.

Cell border or fill

Click (Border) in the Font group of the toolbar, and select an option in the Border Editor window.

Alignment of cell contents

Select in option in the Alignment group of the toolbar.

Merged or split cells

Click (Merge/Split) in the Alignment group of the toolbar. 
  1. Change the formula settings, as needed. For example, after clicking the formula cell:

To change this

Do this

Formula

Change or enter a new formula. Ajera supports common spreadsheet functions.

  1. Click the Preview tab to view the results of your changes.
  2. 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.