A company accounts template can be used as an alternative set of financial accounts, for example, for auditors or directors to create special reports.
Go to General Ledger/Audit activities/Company accounts templates.
Click on the ‘Add company accounts template’ in the toolbar/ribbon as shown it the screenshot above.
Enter the:
Name: e.g. ‘Test 4’
Font: e.g. ‘Arial’
Font size: e.g. 10
Line spacing: e.g. 1.5
Length of text: e.g. 40
Length of Amount: e.g. 15
Click ‘Save’ to set up the company accounts template.
Click on the ‘Report lines’ button in the ‘Company accounts templates’ toolbar/ribbon, as shown in the screenshot below.
Fill in the columns as shown in the screenshot below to create your report based on the ‘Accounts / Calculation expressions’ that you wish to use to include in the report.
(Click on screenshot to enlarge).
To view the report go to Reports/Financial statement and select the ‘Company accounts template’ (Test 4 in the example above) as shown in the screenshot below.
Click on ‘Generate’ in the toolbar/ribbon shown in the screenshot above to view and print the report.
