HandiLedger allows for quick on-screen edits when previewing financial reports.
Log in to HandiLedger and Select your entity.
Run the applicable report from the Financials menu.
Double-click on the text of the report you want to edit.
Make the applicable changes and click Ok.
You can remove an entire line by right-clicking on the line and selecting Delete.
When closing the report, you will be asked to save the report. Click Yes, Ok.
Note: You cannot change the generated date.The saved report can then be viewed from the Reports menu by clicking Saved reports, then clicking Edit.
Notes:
The report will be saved with your changes and will not incorporate any subsequent data changes.
HandiLedger has a Flexible Report Writer for making permanent changes to the report templates.
Our Professional Services Team run training courses to teach you how to use and get the most out of the Flexible Report Writer.