Hi Terri,

If you want to use the 'Import from Excel Direct' function, to retrieve an existing Excel file into an Adagio Financial Statement, you first have to open the Excel file and the desired tab. Then the Import function should be available.

We haven't heard of financial statement elements being lost upon export to Excel. I presume you are using the Excel Direct button from the toolbar to create the export. Perhaps try one of the sample sheets, just to see if you can replicate the behaviour there. Maybe if the sheet you are trying to export is large, to try a smaller sheet to see if size is an issue.