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Do you often use the same account assignment accounting lines on a creditor? With the new account assignment accounting templates, you can save an account assignment accounting lines as a template and quickly add it when you need it.
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Private templates
All users can create private account accounting templates in all profiles/folders, to which only the individual user has access.
Public templates
Public account accounting templates can be created by users who are members of a group with the right privileges to create them (see the Setup section).
All users can view and use public templates in folders/profiles where it is possible to edit the account assignmentaccounting.
Setup
All users can create private account accounting templates in all profiles/folders.
Public account accounting templates can be created by users who are members of a group with the right privileges to create them.
The right privilege to create public account assignment accounting templates is set on the group:
Administration → Security → Groups → [Group] → Security
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Create account assignment template
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A new account assignment template is created by clicking on the icon in the top right corner of the account assignment or by using the shortcut keys CTRL+SHIFT+T
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Templates belong to the creditor selected on the document at creation. The template will include the account assignment accounting lines that are on the document. |
Select account assignment template
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An account assignment template is selected by clicking on the icon in the top right corner of the account assignment or by using shortcut keys CTRL+T
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If a template is selected on a document where account assignment lines have already been added, all existing lines will be deleted if the template is added.
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Delete
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accounting template
To delete an account assignment accounting template, open the list of account assignment templates and click the Delete-keyskey.