VAT Ledger Template

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.