Account distribution templates are used to record the distribution of account transactions into overhead pools and projects. The option is located in the right mouse button menu of the G/L accounts list. New templates are defined and existing templates are processed using the related menu options.
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New |
Used to define a new template. |
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Update |
Used to modify template information. |
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Delete |
Used to delete the template definition. Only the records with passive status can be deleted. |
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View |
Used to view the selected templates without making changes. |
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Copy |
Used to create a new record by copying the information of the selected template. Provides ease of use by allowing fast data entry. |
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Database Extensions |
Used for user-defined forms. |
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Multiple Delete |
Used to delete the selected records in batch. |
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Record Information |
Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
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Number of Records |
Lists the total number of records on the account distribution templates window. |
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Refresh |
Used to display the current status of the account distribution templates window. |
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Back to Defaults |
Used to display the active window with the standard dimensions defined in the application. |