If you're looking for instructions on how to create Payroll Statements please check out this guide instead.
If you'd like to use Ledgy's template rather than create your own. Feel free to download the following file:
Available variables
Global variables
{today} gives today
{date} gives the date selected in the form
{currency} gives the currency in the company settings
Stakeholder Specific Variables
Stakeholder
{stakeholder.name}
{stakeholder.email}
{stakeholder.nationality}
{stakeholder.birthdate}
{stakeholder.notes}
{stakeholder.identifier}
Stakeholder address
{stakeholder.address.line1}
{stakeholder.address.line2}
{stakeholder.address.postcode}
{stakeholder.address.city}
{stakeholder.address.county}
Stakeholder Custom Fields
General Structure: {stakeholder.Custom Field}
Example:
Custom Field example: "Cost Center: 7237-234"
Custom Field variable: {stakeholder.Cost Center} ⇒ Result: 7237-234
Grant Specific Variables
Grants: for the total amounts of grants
{stakeholder.granted}
{stakeholder.issued}
{stakeholder.ownershipPercentage}
{stakeholder.votingPercentage}
{stakeholder.grantVested}
{stakeholder.grantValue}
{stakeholder.shareCapital}
{stakeholder.dilutedShareCapital}
{stakeholder.vestedGrantValue}
{stakeholder.vestedStockValue}
Per Grant variables: (variables inside an array of grants)
{#stakeholder.grants} to be added in the first column of the array
{grantType}
{poolName}
{granted}
{grantValue}
{grantVested}
{outstanding}
{shareClassName}
{date}
{strikePrice}
{vesting}
{vestingStartDate}
{shareCapital}
{dilutedShareCapital}
{/stakeholder.grants} to be added in the last column of the array: closes the array of variables linked to #grants
Settlement Specific Variables
Per Settlement variables: (variables inside an array of grants)
{#stakeholder.settlements} to be added in the first column of the array
{date}
{grantDate}
{exercised}
{fmvAtExercise}
{exercisePrice}
{totalFmvAtExercise}
{totalGainLoss}
{/stakeholder.settlements} to be added in the last column of the array: closes the array of variables linked to #settlements
Show Blocks Conditionally
To avoid clutter and only show blocks within the document if a stakeholder has grants or settlements follow these instructions.
To show a whole block conditionally wrap it in:
{#stakeholder.hasGrants}/{#stakeholder.hasSettlements}
This only shows up if the stakeholder has at least one grant/settlement
{/}
Example template
Please check out the example template to see how the variables and the variables inside an array are implemented.