Changing a statement group

If you have permission to manage financial statements, you can change a statement group.

To change a statement group

  1. From the > Reports menu, click Manage Financial Statements > Groups.
  2. On the Existing tab, click the statement group you want to change, and click Edit. The statement group setup appears, showing the workbooks in the group and their statement group settings.
  1. Change the following settings, as needed:
Field Description
Group name

A short description of the statement group
Report

The workbook you want to add to the statement group

Do the following:

  1. Click .

The Financial Report List window appears, displaying the available financial statement workbooks.

  1. Click the workbook and click Select.

The workbook name appears and default values appear in the other columns.
Report basis

The type of accounting basis used for printing the workbook: accrual or cash

Do one of the following:

  • Accept the default value.

Ajera will use the accounting basis selected on the Workbook Properties sheet of the workbook.

  • Click and change the report basis to Accrual or Cash.

Ajera will override the accounting basis selected on the Workbook Properties sheet of the workbook, if needed.

Department

The department to which the workbook is restricted when printing the statement group

Ajera will print information for the department selected, in conjunction with any other filters you may have selected in the financial statement design.

Do one of the following:

  • Accept the default value.

Ajera will use the department filter selected on the Workbook Properties sheet of the workbook.

  • Click and select to print information for each department or an individual department.
Reporting entity

The reporting entity to which the workbook is restricted when printing the statement group.

Ajera will print information for the reporting entity selected, in conjunction with any other filters you may have selected in the financial statement design.

Do one of the following:

  • Accept the default value.

Ajera will use the reporting entity filter selected on the Workbook Properties sheet of the workbook.

  • Click and select to print information for each reporting entity or an individual reporting entity.
Company

Multi-company only. The company to which the workbook is restricted when printing the statement group

Ajera will print information for the reporting entity selected, in conjunction with any other filters you may have selected in the financial statement design.

Do one of the following:

  • Accept the default value.

Ajera will use the company filter selected on the Workbook Properties sheet of the workbook.

Note: If you select a column in the workbook and apply a company filter for the selected column, that selection will override any company filters set on the Workbook Properties window.
  • Click and select to print information for each company or an individual company.
Copies

The number of copies to print

Do one of the following:

  • Accept the default value, which is 1.
  • Enter a different number if you want to print multiple copies.
  1. Click the next row and repeat Step 3 for any financial statement workbook you want to change.
  2. Click Save.