Displaying Financial Templates
Menu path:
Introduction
At this page, you can display the list of financial templates. To modify an existing financial template, you need to click a description at the Description column.
Menu path
Financial/Setup/General/Templates/Entry screen
Roles & rights
To view the list of financial templates, function right 331- Maintain financial entry templates is required. Users with the General manager and Controller roles have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh and then click the required link under the Role column.
Button
Refresh
Click this to update the results according to the defined criteria.
New
Click this to create a new financial template. For more information, see Creating Financial Template.
Delete
Click this to delete the financial template(s) after selecting the check boxes next to the Description column.
Default
Click this for the system to automatically create the default template for general, bank, cash, sales, or purchase journals if any of the templates have not been created.
Close
Click this to exit.
Description
Related document
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.496.239 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
21-09-2010 |
Release: |
|
Attachment: |
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Disclaimer |