Accounting Templates

On this page you can operate with different accounting templates. The screen is divided in three main sections: Heather (1), Filter (2) and List (3).

Within the Heather (1) section you see a green Add (+) button, with which you can add an accounting template. There are two blue buttons to Import and Export a table.

The Filter (2) section lets you filter based on the company associated with the templates.

Within the List (3) section theinformation is shown in columns that are described in the table below:

Column Meaning
Type The name of the accounting template
Currency The amount of debit
Credit The amount of credit
Created on The date and time of creation
Created by Shows who has created the template


The magnifier  (upper left corner of the section) can be toggled on if you want to search through the list by any of the columns.


The X-looking button  (upper right corner of the section) allows you to download the templates as an XLS file.

You also have a few additional buttons:

Button Action
 Copy Copies the accounting template with optional changes
  Edit Enters add/edit menu of the accounting template
  Delete Deletes the corresponding row
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