Q1. How do I create a new Aged Payables (Summary Totals) template?
Go to Settings > Templates > Reports > Additional Tab, then click New Template (Aged Payables (Summary Totals)).
Alternatively, in Reports > Aged Payables (Summary Totals), click the template selector (top right) and choose New Template.
Q2. What settings can I customize in my Aged Payables (Summary Totals) template?
The Aged Payables (Summary Totals) template has two tabs: General and PDF.
General: Edit template name, baseline period, header, and footer.
PDF: Customize layout, header, and footer for PDF version of the report.
Note: PDF preview and export are only supported for up to 8 columns.
Q3. What columns are supported in the Aged Payables (Summary Totals) template?
The Aged Payables (Summary Totals) template supports the following columns:
Adjustable:
Supplier Name (locked)
Current (SGD)
< 1 Month (SGD)
1 Month (SGD)
2 Months (SGD)
3 Months (SGD)
Older (SGD)
Balance (SGD)
Customer Tax ID
Contact Group
Contact Relationship
Note: Supplier Name is locked. This means you cannot hide or re-arrange them. (SGD) pertains to the org’s default currency.
Q4. How do I select/hide/arrange columns in the Aged Payables (Summary Totals) template?
To show or hide columns:
Click the column icon at the top right of the template.
In the panel, you’ll see two lists: Hidden Columns and Selected Columns.
To show a column, move it from Hidden Columns to Selected Columns.
To hide a column, hover over it in the Selected Columns list and click the hide icon.
To arrange columns:
Click the column icon at the top right of the template.
In the Selected Columns list, hover over a row and drag it to your preferred position.
Q5. What is the decorator function in Template Style for?
Turning on decorators for Template styles adds a horizontal line on top of the report.
Q6. What is the uppercase function in Fonts for?
Turning on uppercase converts all text in the report to uppercase.
Q7. Can I add a logo to my Aged Payables (Summary Totals) Template?
Yes, go to Template Settings > PDF > Add a logo
Logo file should only be up to 1mb with min width: 120px and min height: 60px
Q8. What is the dynamic string in the PDF Date Title for?
You can use the dynamic string for dates to configure your date title according to your preferred format.
Q9. How do I duplicate an Aged Payables (Summary Totals) template?
Go to Settings > Templates > Reports > Additional Tab, hover over the template, click the three-dot icon, and select Duplicate.
Q10. What happens when I update an Aged Payables (Summary Totals) template?
Changes apply automatically. For previously downloaded reports, redownload them to apply updates.