Updating Reports within Templates

This support note applies to:

AO Classic (NZ)

Article ID: 11194

Before you begin, please make a backup copy of your GLMAN folder located in the Data folder.

To update

Open the Relevant Template Ledger.
Click on the Reports menu > Print Financial Reports > Click through to Step 2 and select the appropriate non-customised Report List.
At Step 3, remove all Master Reports only ( Not Asset & Notes Report) by pressing F8 on each line.
Press F4 to add a new report. Select Report type MASTER.
From drop-down menu, select the relevant Report Master Ledger.
Select the Report and copy the Report Number into the Report ID box.
Click OK.

It is essential that the Reports are linked to the correct Master Ledger. To check this, click on the Report line and ensure that the Master Report displayed is correct

Repeat Steps 3-5 for all subsequent Reports required for this Template.

This process will have to be repeated for all Ledger Templates that require the Reports to be linked to appropriate Master Ledgers.

Any Standard Ledgers that have been based on Templates prior to these changes, will need the Report List updated.