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Excel Financial Statement Generation by Nancy Ross

Learn how to download financial statements into Excel, add formulas, and creatively format them with various fonts, colors, and more. Discover new tools for journal entry creation, payroll processing, and budget data entry. Join the 2009 DBS User Conference for advanced tips.

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Excel Financial Statement Generation by Nancy Ross

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  1. Financial Statement Generation in GlobalEdge Presented By: Nancy Ross

  2. Financial Reporting • Download existing financial statements into Excel • Modify Excel spreadsheet with additional formulas • Be creative – use all of Excel’s formatting capabilities to print financial statements with various fonts, colors, bolding, and more --

  3. Financial Statement - Excel

  4. Financial Statement-Formatted

  5. Something New ! • 1. Do you use the “Copy” Command in Journal Entry Creation? • 2. Tired of entering payroll journal entries from your payroll provider? • 3. Need an easy way to enter annual budget data?

  6. 2009 DBS User Conference • 1. Use G-3-2 to copy an existing entry BEFORE you post – • 2. Use our journal entry load program – grab the data from your payroll provider to automatically generate a journal entry • 3. Our quick and easy budget load program takes your excel sheet and creates budgets by GL/division/department

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