Customizable Templates

Denari Templates give you a starting structure out of the box with every project to help you manage and organize your documents. Our default Template for every Trial Balance project is 4 Directories:

• Assets

• Liabilities

• Equity

• Income Statement

You can edit this template by right clicking anywhere in the document list page and selecting "new" and then "directory" to add a new directory.

Denari keeps the directory structure you setup in a project for future projects if you click the roll forward button. This makes it so you only have to edit your directories one time for projects that you repeat in multiple periods.