Create/Update a Financial Report Templates

Follow these steps to Create/Update a Financial Report Templates

Path: Financials Module > Financial Report Templates
 
Create a Financial Report Template
  1. Open the Financial Report Templates
  2. Select the Report Type
  3. Define the name of the template. Example: Balance Sheet
  4. Generate Standard Chart of Accounts
  5. Click Update
 
 
Update a Financial Report Template
  1. Open the Financial Report Template
  2. Select the Report Type
  3. Select the Template
  4. Double-click the Active G/L Accounts to update to open the Account Category-Details
  5. Click Tab Key or Selection List in the Account Number Column
  6. Choose the G/L Account to be added to the template.
  7. Click Update in the Account Category Details
  8. Click Update in the Financial Report Template.                          
 

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