# CASE: create reconciliation templates just to add attachments in the working papers

**URL:** <https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718>\
**Category:** Cases\
**Tags:** export\
**Created:** [March 7, 2018, 4:34pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718 "2018-03-07T16:34:47Z")\
**Posts on this page:** 20\
**Page:** 1

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 7, 2018, 4:34pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/1 "2018-03-07T16:34:47Z")

</div>

Let’s say you have 5 different exports configured, and they all need the annual accounts (one PDF-file), and all the attachments done for BizzTax (several attachments).  
If an user would want to generate this exports, they will need to add the needed attachments 5 times (each for every export).

💡

To avoid this, you could also create specifically reconciliation templates for this, that only let you add attachments in the recon template in the working papers:

![21](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/a5e13723f6b42d54235e91c9cd8df5b05d57b31d.png)

To create this, you add a blanc recon template on office level, and use this kind of code f.i. :

 ![47](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/fea7a3c06376c4378f3a755f509cae2e68be5794.png)

The virtual account number is very important, because it generates where in the export it will be shown (assets, liabilities, costs, revenu or reconciliations - for that last one, you’ll need to start your virtual account number start with ‘8’ ! ).  
Also, whether or not a green dot should be generated, or just a yellow square, is up to you to decide.

You now even have created a recon template, that can have checks as well (a checklist in the working papers can be linked to recon templates)!

In the export on office level, you could easily set up this configuration for each export :

 ![15](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/609520159c809c4546240355026f140c632f0280.png)

This way, a user has to add the attachments only once (in the working papers). Better yet, it can impact the baro-meter of the working papers as well!

To be clear; the following code you can use :

```auto
{% input custom.taxes.annex as:file_collection %} 

```

The ‘taxes’ and ‘annex’ part can be chosen whatever you like; the rest of the code needs to be respected.

---

<div class="post-metadata">

**Author:** ![Thijs](https://avatars.discourse-cdn.com/v4/letter/t/a4c791/32.png) [@Thijs](https://community.silverfin.com/u/Thijs)\
**Post date:** [March 8, 2018, 8:17am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/2 "2018-03-08T08:17:33Z")

</div>

Dear Sven,

Glad you already opened a topic about it.

But I ran into an issue:

Say you want the following structure:

Voorblad  
Jaarrekening  
Balans  
Toelichting rekeningen  
Bijlagen VenB

Instead of linking the PDF ‘jaarrekening’ manually, i want to add it to a reconciliation. But then, when I create an export, I get the ‘Fiscale toelichting’ and ‘Jaarrekening’

 ![image](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/404fd21b0ca10cd971f703ecb307cd61e88d9bdc.png)

Any way we can hide this?

---

<div class="post-metadata">

**Author:** ![Thijs](https://avatars.discourse-cdn.com/v4/letter/t/a4c791/32.png) [@Thijs](https://community.silverfin.com/u/Thijs)\
**Post date:** [March 8, 2018, 8:29am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/3 "2018-03-08T08:29:47Z")

</div>

Maybe some tweaks in Detail Text?

```
{% for account_or_text in export.selected_accounts_and_reconciliation_texts.8 %}

```

Change it to 9? With different settings?

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 8, 2018, 8:31am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/4 "2018-03-08T08:31:05Z")

</div>

Sure thing @Thijs

Normally we do this for you (if you want, you can ask our first line helpdesk through the chat for this), but it’s the code of the “detail text” that is generating this in an export (you can see that by clicking on “advanced settings” and then changing `edit` into `advanced` of the URL, and then ENTER it) :

 ![27](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/bfc951fbace7e0accdf25050daec32b9bdcffc6c.png)

You’ll see this then :

 ![37](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/d594546201b6f0ad54ab57e0e06585257d95bc15.png)

It’s this code that generates all details regarding the working papers in an export :

```auto
{% t= "Activa" fr:"Explication actif" %}
{% t= "Passiva" fr:"Explication passif" %}
{% t= "Kosten" fr:"Frais" %}
{% t= "Opbrengsten" fr:"Produits" %}
{% t= "Fsicale toelichting" fr:"Explication fiscale" %}

{% capture sf_default_detail_template %}
{% raw %}
{% unless current_account.details.count == 0 and current_account.value == 0 %}
{% for detail in current_account.details %}{% if forloop.first %}|-----|----14%-----:|-----14%------:+{% endif %}
| {{detail.title}}{% if detail.description != blank %}<br/>{{detail.description | multiline_table}}{% endif %}{% if detail.custom.document %}<br>{% input detail.custom.doc as:file %}{% endif %} |{% if current_account.liability_or_income %}{{-1*detail.value | currency}}{% else %}{{detail.value | currency}}{% endif %}| &nbsp; {% endfor %}
{% endunless %}
{% endraw %}
{% endcapture %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.assets.include_zeros_with_details %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Activa" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Activa" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.liabilities.include_zeros_with_details %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Passiva" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ -1*account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Passiva" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.revenues.include_zeros_with_details.6 %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Kosten" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Kosten" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.revenues.include_zeros_with_details.7 %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation' %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Opbrengsten" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ -1*account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Opbrengsten" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.8 %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Fiscale toelichting" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Fiscale toelichting" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %} 

```

As you can see in the code, everything of recon templates that start with an 8 as virtual account number, will be sorted under the main title “Fiscale toelichting”.  
You can change this into something else, or better yet, for those recon templates that only have the purpose of adding attachments, we can add new code in the detail text, looking at a specific range of virtual account number, for instance 88 :

```auto

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.88 %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Annexes" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Annexes" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

```

So each recon template for those attachments, need to start with ‘88’ in order to be seen under “Annexes”.

Also, all other recon templates (not related to attachments), should be adjusted as well, like all have to start with 80.  
That way, we’ll need to change the detail text and change it into this for instance :

```auto

{% t= "Activa" fr:"Explication actif" %}
{% t= "Passiva" fr:"Explication passif" %}
{% t= "Kosten" fr:"Frais" %}
{% t= "Opbrengsten" fr:"Produits" %}
{% t= "Fsicale toelichting" fr:"Explication fiscale" %}
{% t= "Bijlages" fr:"Annexes" en:"Annexes" %}

{% capture sf_default_detail_template %}
{% raw %}
{% unless current_account.details.count == 0 and current_account.value == 0 %}
{% for detail in current_account.details %}{% if forloop.first %}|-----|----14%-----:|-----14%------:+{% endif %}
| {{detail.title}}{% if detail.description != blank %}<br/>{{detail.description | multiline_table}}{% endif %}{% if detail.custom.document %}<br>{% input detail.custom.doc as:file %}{% endif %} |{% if current_account.liability_or_income %}{{-1*detail.value | currency}}{% else %}{{detail.value | currency}}{% endif %}| &nbsp; {% endfor %}
{% endunless %}
{% endraw %}
{% endcapture %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.assets.include_zeros_with_details %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Activa" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Activa" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.liabilities.include_zeros_with_details %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Passiva" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ -1*account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Passiva" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.revenues.include_zeros_with_details.6 %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Kosten" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Kosten" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.revenues.include_zeros_with_details.7 %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation' %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Opbrengsten" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ -1*account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Opbrengsten" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.80 %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Fiscale toelichting" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Fiscale toelichting" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}

{% for account_or_text in export.selected_accounts_and_reconciliation_texts.88 %}

{% if account_or_text.is_account %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Annexes" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|------------|------15%------:+{{export.highlight_alt_bg_color}}
| <font color="{{export.highlight_alt_text_color}}"><font color="{{export.highlight_alt_text_color}}">{{ account_or_text.number }} {{ account_or_text.name }}</font></font> | <font color="{{export.highlight_alt_text_color}}">{{ account_or_text.value | currency }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}
  
{% else %}

{% if forloop.first %}
{% if new_page %}{% newpage account_or_text.preferred_orientation %}{% endif %}{% assign new_page = true %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
# <font size="16">{% t "Annexes" %}</font>
{% else %}
{% changeorientation account_or_text.preferred_orientation %}
{::group}
{% endif %}

|--------+{{export.highlight_alt_bg_color}}
|<font color="{{export.highlight_alt_text_color}}">{{ account_or_text.name }}</font>

{{ account_or_text.rendered_template }}

<br>

{:/group}

{% endif %}

{% endfor %}  

```

Care to give it a try?

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 8, 2018, 8:32am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/5 "2018-03-08T08:32:58Z")

</div>

> [@CASE: create reconciliation templates just to add attachments in the working papers](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/3):
>
> Maybe some tweaks in Detail Text? {% for account\_or\_text in export.selected\_accounts\_and\_reconciliation\_texts.8 %} Change it to 9? With different settings?

Indeed, didn’t read your last post but it’s the detail text that has to be tweaked

Let us know if it works, or you need help 💪

---

<div class="post-metadata">

**Author:** ![Thijs](https://avatars.discourse-cdn.com/v4/letter/t/a4c791/32.png) [@Thijs](https://community.silverfin.com/u/Thijs)\
**Post date:** [March 8, 2018, 9:12am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/6 "2018-03-08T09:12:25Z")

</div>

OK, i’m getting there.

Now i have in the export:

 ![image](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/3c68e4af03bcdae62e03f09ae428d2f2631c1ccd.png)

Now i want 'Jaarrekening in the lay-out of a title page:

 ![image](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/e72d0a6be8119accf192f9448f7f6b0c51151f3f.png)

But that is not the issue, i want to get rid of the ‘Bijlage 1’. Probably this is created in the back-end?  
Possibility to extract the `{{ account_or_text.rendered_template }}` ?

---

<div class="post-metadata">

**Author:** ![Thijs](https://avatars.discourse-cdn.com/v4/letter/t/a4c791/32.png) [@Thijs](https://community.silverfin.com/u/Thijs)\
**Post date:** [March 8, 2018, 9:29am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/7 "2018-03-08T09:29:57Z")

</div>

I’ll just put it in white, worked great!

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 8, 2018, 12:31pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/8 "2018-03-08T12:31:33Z")

</div>

@Thijs,

Great case! 👌

you should be able to get a title page in there, by just adding a titel page into the export (drag and drop) instead of changing code in detail text.

Let me know if you’re stuck on anything else, and we’ll help you right away

---

<div class="post-metadata">

**Author:** ![Cedric](https://avatars.discourse-cdn.com/v4/letter/c/ecd19e/32.png) [@Cedric](https://community.silverfin.com/u/Cedric)\
**Post date:** [March 8, 2018, 12:55pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/9 "2018-03-08T12:55:39Z")

</div>

@sven,

Great explanation, but I’ve got one problem. By changing styles, if I click on “advanced settings” I get something totally different then what you show above here… Am I doing something wrong here? 🙂

 ![image](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/0592f3b401ec7a238abc5f8d5a07f325c74077fe.png)

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 8, 2018, 12:59pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/10 "2018-03-08T12:59:54Z")

</div>

Hey @Cedric,

Don’t you see detail text, when you scroll down the page?

---

<div class="post-metadata">

**Author:** ![Cedric](https://avatars.discourse-cdn.com/v4/letter/c/ecd19e/32.png) [@Cedric](https://community.silverfin.com/u/Cedric)\
**Post date:** [March 8, 2018, 1:06pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/11 "2018-03-08T13:06:01Z")

</div>

Nope… 😓

 ![image](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/b5e8c7b5d718955840ec29a418ffdf70e279e6af.png)  
 ![image](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/26286fa5c2afdade0df9108c4c9ac1389c81f295.png)

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 8, 2018, 1:11pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/12 "2018-03-08T13:11:14Z")

</div>

That’s wierd @Cedric; looks like something needs to be updated in your environment! You can ask our first line helpdesk this through chat, if you don’t mind ?

---

<div class="post-metadata">

**Author:** ![Cedric](https://avatars.discourse-cdn.com/v4/letter/c/ecd19e/32.png) [@Cedric](https://community.silverfin.com/u/Cedric)\
**Post date:** [March 8, 2018, 1:16pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/13 "2018-03-08T13:16:51Z")

</div>

Will do. Thanks for the info.

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 8, 2018, 7:08pm UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/14 "2018-03-08T19:08:31Z")

</div>

My pleasure @Cedric

I’ve edited my case above as well for this, since the advanced settings are indeed not visible standard (my bad, got confused there I’m afraid 🙈 )

But as you already know by now, you can change the URL when you are in “advanced setting” and change the `edit` into `advanced`

---

<div class="post-metadata">

**Author:** ![Thijs](https://avatars.discourse-cdn.com/v4/letter/t/a4c791/32.png) [@Thijs](https://community.silverfin.com/u/Thijs)\
**Post date:** [March 9, 2018, 9:32am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/15 "2018-03-09T09:32:08Z")

</div>

Hi Sven,

I wanted to get a title page, en then directly the PDF. If I add a title page in export, I get:

- Title page
- Page with name of reconciliation
- PDF

So, I edited the detail text, Page with name of reconciliation -\> Title page:

```
<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>

|------|------:+
||<font size="18">{% t "Bijlagen" %}</font>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

<font color="ffffff">{{ account_or_text.name }}{{ account_or_text.rendered_template }}</font>
```

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 9, 2018, 9:42am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/16 "2018-03-09T09:42:38Z")

</div>

Did this work for you @Thijs, or did you have a question ?

---

<div class="post-metadata">

**Author:** ![Thijs](https://avatars.discourse-cdn.com/v4/letter/t/a4c791/32.png) [@Thijs](https://community.silverfin.com/u/Thijs)\
**Post date:** [March 9, 2018, 9:44am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/17 "2018-03-09T09:44:56Z")

</div>

It worked great! 🙂

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 9, 2018, 9:49am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/18 "2018-03-09T09:49:14Z")

</div>

Thanks for sharing! @Thijs 👊

---

<div class="post-metadata">

**Author:** ![Thijs](https://avatars.discourse-cdn.com/v4/letter/t/a4c791/32.png) [@Thijs](https://community.silverfin.com/u/Thijs)\
**Post date:** [March 29, 2019, 10:01am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/19 "2019-03-29T10:01:30Z")

</div>

@sven

Is there something changed with the styles?

```
<br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br>

|------|------:+
||<font size="18">{% t "Bijlagen" %}</font>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

<font color="ffffff">{{ account_or_text.rendered_template }}</font>

<br>

```

This worked until now, now i’m getting the number of the attachment displayed:

 ![image](https://canada1.discourse-cdn.com/flex030/uploads/getsilverfin/original/1X/3b20aa19aa1d28f981134ba54802b8c6cca57ae7.png)

---

<div class="post-metadata">

**Author:** ![sven](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.silverfin.com/sven/32/1495_2.png) [@sven](https://community.silverfin.com/u/sven)\
**Post date:** [March 29, 2019, 10:15am UTC](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718/20 "2019-03-29T10:15:03Z")

</div>

Hello @Thijs,

Nothing changed as far as I know. What did it show previously then?

Isn’t it because there are multiple attachments now?

[Next page](https://community.silverfin.com/t/case-create-reconciliation-templates-just-to-add-attachments-in-the-working-papers/718.md?page=2)
