Setting up a statement title
Follow these instructions as part of designing a financial statement.
Set up a statement title. You do this by:
Step 1: Defining a cell's contents
- Click the cell in the worksheet where you want the first row of your statement title to appear.
The Company button and options appear.
- From the Company options, select the information you want to display in the first line of your company title:
|
To display this |
Double-click this option |
The information comes from |
|---|---|---|
|
Multi-company only. Name of your organization |
Organization Name |
|
|
Multi-company only. Address of your organization |
Organization Address |
|
|
Name of your company |
Company Name |
Multi-company only. |
|
Address of your company |
Company Address |
Multi-company only. |
|
First day of the current month |
Month Start Date |
Month-End Date field on the Workbook Properties sheet |
|
Last day of the current month |
Month End Date |
Month-End Date field on the Workbook Properties sheet |
|
The number of months since the first day of the fiscal year to the last day of the current month |
For N Months Ended MonthEnd Date For example: For 3 Months Ended March 31, 2010 |
Month-End Date field on the Workbook Properties sheet |
|
The quarter in which the current month falls and the last day of the quarter |
For the N Quarter Ended QuarterEndDate For example: For the 1st Quarter Ended March 31, 2010 |
Month-End Date field on the Workbook Properties sheet |
|
First day of the fiscal year |
Fiscal Year Start Date |
Multi-company only. |
|
Last day of the fiscal year |
Fiscal Year End Date |
Multi-company only. |
|
Name of reporting entity unavailable in ajeraCore unless you have the Departments add-on
|
Reporting Entity Description |
Reporting Entity Filter field on the Workbook Properties sheet |
|
Name of department unavailable in ajeraCore unless you have the Departments add-on |
Department Description |
Department Filter field on the Workbook Properties sheet |
|
Accounting basis of the statement |
Report Basis |
Report Basis field on the Workbook Properties sheet |
|
Date the statement is printed |
Print Date |
System settings on computer |
| Your company logo* | Company Logo |
Multi-company only. |
|
Your organization logo* |
Organization Logo |
|
| *The Financial Statement Designer embeds the logo into your design; it does not actively link to your Ajera database. If you change the logo or import a design from another database, you may need to delete and add the logo property back into the design to ensure that the logo you want appears. | ||
> Setup > - If a cell option does not fit your information need, you can manually enter the information into the cell.
For example, statement descriptions, such as Profit and Loss Statement, are not cell options. You must type the description into the cell.
- If your statement title consists of more than one row, repeat these instructions for each row.
Step 2: Changing the formatting
- Use the toolbar to do the following, as needed:
- Merge
cells if your title information spans more
than one cell.
- Format the title by changing the font style, size, color, border, and so on.
As you work, use the Preview tab constantly to see your changes.
| Note: | Save your work frequently while designing a statement. |
- If your statement title consists of more than one row, repeat these instructions for each row.
