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.
Financial/Setup/General/Templates/Entry screen
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.
Click this to update the results according to the defined criteria.
Click this to create a new financial template. For more information, see Creating Financial Template.
Click this to delete the financial template(s) after selecting the check boxes next to the Description column.
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.
Click this to exit.