Offline templates

An Offline Template is an Excel file you can use to enter statutory data without requiring a connection to Financial Consolidation. For more information on the use of offline templates, see Download Bundles and Upload Bundles. To facilitate data transfer between Financial Consolidation and the offline template, it must adhere to a specific structure. However, you have the flexibility to create your own template while ensuring it meets the fundamental structure requirements of Financial Consolidation. It is common to have different types of templates for different reporting purposes including monthly reporting, yearly reporting, budget or forecasts, etc.

  Note:  To establish a connection for an offline template, a company, and specific consolidation periods, go to the Offline Publications page.

To access the Offline Templates page, click Configuration > System Structures > Bundles > Offline Templates.

The left-side panel lists all available templates. On the right-side panel is where you can download or upload the templates.

Upload a new template

1. Click .

2. In the Name field, enter a name for the template.

3. In the File field, click to navigate to and choose the template file on your local drive or a network drive.

4. Click .

Update an existing template

1. Select the template you want to update from the list on the left-side panel.

2. Click . The selected template is downloaded.

3. Open the downloaded template and make your desired changes and save.

4. To upload the template after making the edits, click , navigate to where it is located on your drive and select it.

5. Click .