Entry templates
| DMF |
0707** ACCOUNTING SETUP SETUP 07071 ACCOUNTING SETUP SETUP STANDARD ENTRY 070723 ACCOUNTING SETUP ENTRY TEMPLATE 07024 ACCOUNTING SETUP IMPORT ENTRY TEMPLATE |
Akuiteo allows you to create entry templates in order to help the user in its manual entry. This setup is available from Tools > Setup > General setup > Accounting > Entry templates / Subscription entry templates. The setup screen displays the setup for the company of the connected user.
Under the Title section, specify the following fields:
| Field | Description |
|---|---|
| Code | Give a unique code to the entry template. |
| Label | Fill in the label of the entry template. |
| End date | If needed, enter a validity end date. After this validity date has passed, the template entry can no longer be used. |
Under the Details section of the entry template, specify the following fields:
| Field | Description |
|---|---|
| Account and Label |
Select the account from the help list. The Label associated with the account is directly filled in. |
| Project, Phase and Sub-phase | Enter the project, phase and sub-phase from the help list. |
| Debit EUR | Specify the amount of the debit (in euros). This field is not required. |
| Credit EUR | Specify the amount of the credit (in euros). This field is not required. |
| Interco code | Specify the Interco code. This field is not required. |