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Inserting a Sheet on the AFS (Desktop)
What it is: The process of adding a new blank sheet to the Annual Financial Statements workbook so that custom content can be built directly within the AFS structure.
What it's for
When the standard template sheets do not cover a specific schedule, working paper, or supplementary disclosure needed for a particular client, a new sheet can be inserted and named appropriately. The sheet then becomes part of the AFS and — once the Index is recreated — will appear at the correct position with the right page number.
How to do it
Insert the sheet
- Navigate to Format in the ribbon and select Insert, then choose Insert Sheet.
- A new blank sheet is added to the workbook.
- Double-click the sheet tab in the Workbook Explorer to rename it.
- Type the sheet name and close the Workbook Explorer.
Update the Index
After inserting the sheet, always Recreate the Index (via Template Tools) so the new sheet is included in the table of contents with the correct page reference.