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.
New | Used to define a new template. | |
Update | Used to modify template information. | |
Delete | Used to delete the template definition. Only the records with passive status can be deleted. | |
View | Used to view the selected templates without making changes. | |
Copy | Used to create a new record by copying the information of the selected template. Provides ease of use by allowing fast data entry. | |
Database Extensions | Used for user-defined forms. | |
Multiple Delete | Used to delete the selected records in batch. | |
Record Information | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. | |
Number of Records | Lists the total number of records on the account distribution templates window. | |
Refresh | Used to display the current status of the account distribution templates window. | |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. |