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 |