The 'Debtors schedule' account template is automatically assigned to all nominal codes mapped to 1400__1402,140300,1405__1408,1500__1502,150300,1505__1580 (if using the Silverfin chart of account).
Note: Silverfin does not pull in the aged debtors listing from the underlying bookkeeping system.
1) Select the 'Template type': Customer or Invoice
The template type selected determines which columns are available for input
You can either complete the working paper manually, or import any supporting schedules available. See this article for guidance on importing reconciliation data from Excel.