Q1. How do I create a new VAT Ledger template?
Go to Settings > Templates > Reports > Accounting Tab, then click New Template (VAT Ledger).
Alternatively, in Reports > VAT Ledger, click the template selector (top right) and choose New Template.
Q2. What settings can I customize in my VAT Ledger template?
The Ledger 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 Ledger template?
The VAT Ledger template supports the following columns:
Adjustable:
Date (locked)
Transaction (locked)
Description (locked)
Account Code
Account Name
Account Type
Contact
Contact Tax ID
Currency
FX Rate: Source to Tax
Gross (PHP)
Gross (Source)
Net (PHP)
Net (Source)
Tracking Tags
Transaction Reference
VAT Adj. (PHP)
VAT Adj. (Source)
VAT Profile
VAT Rate (%)
VAT (PHP)
VAT (Source)
VAT Type
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 VAT Ledger 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 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.
Q6. How do I duplicate a VAT Ledger template?
Go to Settings > Templates > Reports, hover over the template, click the three-dot icon, and select Duplicate.
Q7. What happens when I update a VAT Ledger template?
Changes apply automatically. For previously downloaded reports, redownload them to apply updates.