How to make a financial statement arrangement available to other associations

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How to make a financial statement arrangement available to other associations

Question : I have built a template format for the Financial Statements and I would like to use it in other associations.

Is it possible ?

Yes, it can be done within the ''Arrangement'' window :

•	Open the Association containing the format you want to transfer to other Associations

•	Use the menu Financial Statements > Balance Sheet , (or ''Revenue & Expense Statement")

•	Click on the button “Create or Modify Arrangement”

o	All arrangement formats already created in this association will be available

o	Select the one you want

•	When in the arrangement, click on the button "Export this arrangement to other

o	The other associations you are going to select must have the same account number series of course

•	On the left side of the new window that will appear, all your Associations will be listed

o	Tranfer to the right part of the screen, one or several Associations where you want your arrangement to be available

•	Click on ‘’Confirm’’ to confirm your choices

o	If some accounts don’t exist in the Associations you have selected, you will have a warning requesting the authorization to create it or not

•	The transfer being completed, all the Associations you had selected will now have this new arrangement