Finding and Managing Templates
To view current reconciliation templates:
Go to Settings.
Click Document Templates from the left sidebar.
Select Reconciliation.
From this tab, you can view the current template, edit it, import another template, or rename it. The default and only importable template is Default Reconciliation.
Setting a Template for an Account
To assign a reconciliation template to a specific account:
Go to Accounting.
Select Accounts.
Open the relevant account.
Click Edit Account.
Scroll to the reconciliation template section.
Select your preferred template under Reconciliation print template.
Save your changes.
Printing a Reconciliation
To print a reconciliation using the assigned template:
Go to Accounting > Accounts.
Find the reconciliation you want to print.
Click the dropdown menu next to it.
Select Print.
The printable reconciliation document will open in a new tab, ready for printing.