At this page, you can set up the financial templates for creating the financial entries. These templates generally refer to the bank journal, sales journal, purchase journal, and many more. You will need to create the description for the template before you can set it up.
Go to Financial/Setup/General/Templates/Entry screen, and then click New.
To create the financial template, 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.
Click this to save the description of the new financial template. After you have clicked Save, you will see another page with detailed information for setting up the template. For more information, see Creating Financial Template.
Click this to exit.
Type a description for the financial template. This is mandatory.