Hi,
I have built a reconciliation template with an overview over shareholders and their data. Everything works fine, but when I insert this template into a report, only blank pages are shown.
Any ideas why this is the case?
Thanks!
Hi,
I have built a reconciliation template with an overview over shareholders and their data. Everything works fine, but when I insert this template into a report, only blank pages are shown.
Any ideas why this is the case?
Thanks!
By the way, the aim here is to export this template to a PDF
Forgot to fill in the virtual account number perhaps? @Bart_Verhaeghe
That’s the only thing I can think of…
Hi Sven,
OK Thanks! I’ll give it a try.
Does the number have to conform to certain standards? Or is ‘100’ good enough?
If you set ‘100’ then it means it’ll be exported as an asset-account.
If you want it as a reconciliation, better put a range that starts with ‘8’ @Bart_Verhaeghe
Hi Sven,
We tried this with the virtual account number 800000 and it didn’t work.
Is this because of the number or are there other possible explanations?
Thanks!
Hey @Bart_Verhaeghe,
Then it can only be related to the detail text of the bundle (style). Is there something like this present?
{% 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 %}
you can find this in the Advanced Settings of a style (section “detail text”). As you can see in the code, it’ll take all templates marked with the number 8
.
Could you check that perhaps?
Hi Sven,
When I go to ‘Styles’, I can’t find the ‘Advanced settings’. Is there a screenshot available (or a small film) on how I can find this code?
Thanks!
Here you go @Bart_Verhaeghe:
you should be able to see that, but you need to click on a style first.
OK Thank you Sven … And where can I find the detail text and the code (could you again send me a screenshot please)?
Sven, I looked at this and I don’t think there’s anything selected here for reconciliation templates. Could this be correct?
You need the part of “detail text” @Bart_Verhaeghe but it seems that we’ve restricted that from regular user.
If you clicked on a style, you can change the word “edit” in the URL to “advanced” and you should be able to see it. Can you try again?
Sorry for the back-and-forth
Sven,
This doesn’t work. The URL is ‘https://live.getsilverfin.com/f/226/export_configurations/597/edit_template_hash’ and when I change ‘edit’ to ‘advanced’, I get an error ‘page not found’.
Can you change that last part completely to “Advanced”?
OK, now I get the code examples:
Under detail text, I’ve got the following code (which, I think, is exactly the same as the code you mentioned before).
{% 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">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">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 %}
You can start a chat to our Silverfin helpdesk support so we can get a link to the company where this presents itself.
That way we can investigate with an example.
So sorry for the delay in our support.
Should be fixed now by adding a virtual account number
as explained here: