Q1. How do I create a new Ledger template?
Go to Settings > Templates > Reports > Accounting Tab, then click New Template (Ledger).
Alternatively, in Reports > Ledger, click the template selector (top right) and choose New Template.
Q2. What settings can I customize in my Ledger template?
The Ledger template has three 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 Ledger template?
The Ledger template supports the following columns:
Comparative Periods: Choose periods by comparison type (day/month/quarter/year) and display order.
Adjustable:
Date (locked)
Transaction (locked)
Description (locked)
Contact
Debit (PHP)
Credit (PHP)
Transaction Reference
Account
Account Type
Tracking Tags
Currency
Credit (Source)
Debit (Source)
Nano Classifiers
Capsule
Contact Group
Contact Relationship
Note: Date, Transaction, and Description are locked. This means you cannot hide or re-arrange them. (PHP) pertains to the org’s default currency.
Q4. How do I select/hide/arrange columns in the Ledger template?
To add comparative columns, click Compare (beside the baseline period date).
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. How do I duplicate a Ledger template?
Go to Settings > Templates > Reports, hover over the template, click the three-dot icon, and select Duplicate.
Q6. What happens when I update a Ledger template?
Changes apply automatically. For previously downloaded reports, redownload them to apply updates.