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HandiLedger - Modify a report format in HandiLedger

Updated over 2 weeks ago

To modify an existing HandiSoft format, you first need to make a copy of the original format.

View an existing format

HandiLedger allows you to preview report formats before selecting them to run or edit.

  1. Log in to HandiLedger.

  2. Go to the Reports menu, then click Format Editor.

  3. From the File menu, click Open.

  4. Highlight the format to preview and then click Preview.

  5. If necessary, click Next and Previous to view the other formats listed.

  6. Click Close to exit.

Modify an existing format

  1. Log in to HandiLedger.

  2. Go to the Reports menu, click Format Editor.

  3. From the File menu, click Open.

  4. Highlight the format to change, and then click Select.

  5. If the format is not user-defined, you must save it as another name before you can edit it. To do this:

    1. From the File menu, click Save As.

    2. Type in a new name for the format, and click OK.

  6. Click Edit to open the Column details window.

  7. Make your changes as required.

  8. When all changes have been made, click OK.

  9. From the File menu, click Save or Save As.

  10. The modified format should now be available for selection.

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