You can create a custom template by following these steps:
- Log in to Soldo and click the ‘Integrations’ tab on the left navigation panel.
- Find 'Custom template' in the list and click on 'Create your own'.
- Give your template a name and a description, then click 'Continue'.
- Select a format for your template (CSV or XLSX) and click 'Continue'.
- Choose the columns to include in your template, then click 'Confirm'.
- Preview or download your template to make sure you’ve set it up correctly.
- Click 'Confirm' if the template is working the way you want it to.
When you click ‘Confirm’ in the final step, you’ll be redirected back to the ‘Integrations’ tab. And that’s it, you’ve just created your own custom template!
Please note: You can only create one custom template, and only if you don’t have an active integration place between Soldo and your accounting or financial system.
You can create a custom template by following these steps:
- Log in to the web app.
- From the navigation menu, select Integrations > Marketplace.
- Find Custom template in the list and click Create.
- Give your template a name, description, and select your accounting system from the dropdown.
- Select Next.
- Select a format for your template (CSV or XLSX).
- Use the dropdowns to configure any settings for your chosen format, then select Next.
- Decide what data you want to include in your template. You can add additional data by selecting Add column and choosing from the list of available data.
Tip: You can drag the columns to organise your data in your preferred layout. You can also edit the header labels for each column if you want to use custom names.
- Select Next.
Review the settings and data you've included for the custom template. When you're happy, select Confirm.
Tip: If you want to see how your custom template report will look, click Download example to preview the template.
Note: You can only create one custom template, and only if you don’t have an active integration place between Soldo and your accounting or financial system.
Availability
Who: Super admin, Admin, Accountant
Pricing plan(s): Plus, Unlimited