CASE: how to add a custom account template

If you want to add a custom account template to your firm, you’ll need to add this from firm level (or create it as a text template first on company level, to immediately see the output of your code).

Go to Firm level, click Add an account template and then choose New blank template, and you’ll see this:

The account range can be set, so this template will be linked automatically to any account within the range; you cannot push this yourself after building the template. If you want, you can ask this through the chat within Silverfin, and our first line helpdesk will do this for you.

If we create a custom account template, let’s say for a specific disallowed expense, can we then use some logic to trigger the “from starred accounts” logic like with the current disallowed expenses account template?

Ie. allocate the results of the account template into a certain reconciliation template, including the clicking logic?

Hi @Wsteppe,

As you can see in the code of the account template disallowed expenses there are 2 results that we use to look for the accounts we need :

  • result disallowed_template: this is used to check if it is an account with this account template
  • result total: this contains the value that flows through to the reconciliation template

To display the relevant starred accounts in your reconciliation template you will need to loop through all starred accounts for account in period.accounts.starred and then add the logic to check if there is a result named disallowed_template with the expected value. You could apply something similar with a different result name for your custom case.

To get the clicking logic you just need to print {{ }} and that will automatically give you the account number, name with a link included.

Kind regards,

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That’s clear now, thanks!