A printed account ledger reflects the company’s commitment to its clients and ensures transparency in transactions, enhancing trust and improving customer relationships.
The print template in "Edara" presents a clear and organized display of the customer’s account details, including transactions, outstanding balances, and due dates.
Here are the steps to create this template.
Creating a Print Template for The Account Ledger Report
Go to Settings.
Open the "Print Setup" page.
Select the "Accounting" module.
Choose the "Account Ledger" document.
Click "New" to create a new template or "Duplicate" to create a copy of the default or any previously saved template.
Set the template name and orientation (right to left or left to right) based on the required language.
Note: Duplicating template names is not allowed.
Add a header or footer to the page.
Note: You can add the company name and logo in the header and contact information in the footer.
Choose the conditions to display in the printout via "Report Conditions".
Select the columns to display via "Report Columns".
Specify the users authorized to print the template under "Template Settings".
Click on "Save".
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.