Help centre · Accounts
What are the management pack template defaults?
Open this screen in Saral/accounts/settings?tab=Management Reports
From the settings catalogue: the cover is always first; consolidation basis off (apply GL exclusions, and whether intercompany balances are eliminated on the balance sheet, is a switch); top-N rows 10 (debtors, creditors and projects named before the rest are folded into one line); issue day 10 (day of the month the draft pack is prepared). Prior period, prior year and budget columns are the default comparatives. With no template saved a full standard pack is built; with no recipients nobody is emailed.
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