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#63920 - 05/15/20 12:16 PM template in financial report
Luc Offline
Casual

Registered: 09/25/18
Posts: 11
Loc: Ontario
I added a line item in the financial reporter, saved the as new template. Now when I print the monthly report from the GL, the report does not pick-up the new line. How do I point the monthly statement in the GL to the new template.

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#63922 - 05/15/20 12:41 PM Re: template in financial report [Re: Luc]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hello Luc,

If you "Saved as Template", then you are saving the statement in a specific Folder so that it can be opened in multiple companies. If you want to save it for use with th one company you are working on, but giving it different name so that you don't overwrite the old statement, then just use the "Save as..." menu choice.

Also, you'll have to edit the Statement Group to read the newly changed statement, rather than the old one.
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Andrew Bates

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#63939 - 05/19/20 08:17 AM Re: template in financial report [Re: Retired_Guy]
Luc Offline
Casual

Registered: 09/25/18
Posts: 11
Loc: Ontario
Hi Andrew,

Where exactly do I update the Statement Group, for the monthly report to use the new template file

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#63940 - 05/19/20 08:29 AM Re: template in financial report [Re: Luc]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
View | Statement Groups.

Watch the “Show me how...” Statement Group video:

Read up about how these work in the F1-Help for the Financial Reporter.


Edited by Andrew Bates (05/19/20 10:23 AM)
Edit Reason: Added video link
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Andrew Bates

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