Financing
You can take a plan out as a spreadsheet, and you know what the export carries and what it flattens.
Financiers and accountants want a file, not a screenshot. Exporting gives you the plan as a spreadsheet you can send on.
One row per source, with the tree flattened into columns:
| Column | What it holds | | ------------------------------ | ---------------------------------------- | | **Country** | the country the source sits in | | **Group** | its group | | **Source** | its name | | **Amount** | the amount, in the source's own currency | | **Currency** | that currency | | **Currency rate** | the rate used to convert it | | **Amount in display currency** | the converted figure | | **Status** | Pending, Submitted or Confirmed |
Carrying both the native amount and the converted one, with the rate beside them, is what makes the file checkable by someone who does not have KOSMA — they can see how every figure was arrived at.
An Amount entered as a formula exports as **the number it worked out to**, not as the expression. The spreadsheet holds results.
That is the right behaviour for a document you are sending out, and worth remembering if you were hoping to keep working in the spreadsheet — the rules that produced those figures stay in KOSMA. Check them there with the **fx** view before you export — see [switch between values and formulas](/kb/article/switch-between-financing-values-and-formulas).
The export is the money, not the detail. Companies, effects, taxes, cash-flow rules, tags, notes and attachments are not columns in it, and neither are installments — the file is a summary of sources.
If the recipient needs the schedule, send the printed plan instead.
Check the Total column for blanks. A source whose formula no longer resolves exports as an empty amount, and an empty cell in a financing plan is the kind of thing a financier notices first.
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