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Account Card Templates

Account Card Templates

Account Card Templates

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In the taskbar menu in the Account Card window you can find, like in other windows, a menu for Form Settings, or more specifically, Templates.

 So that you can by following the procedure described in Templates format your very own template or you can promptly save the entered report criteria.

The user setting has precedence over the default program values when choosing the AutoLoad option. So if the user decides to AutoLoad of his or her user template, they can use it as such until the option is switched off and the default program setting is valid. Criteria which are due to ensuring of the regular working of the porgram reserved for it are not loaded automatically. Such criteria/data can be called only by choosing Form Settings from the right mouse click menu and by selecting the name of the saved template that includes such data. 

Let us take a look at the following example:
 You can create your own template for report of account card, where you can also enter account ID and name of the subject. You then select automatic loading of form template.

  • If you open account card from the Financials - Reports - Account card menu, then the program will use these two data.
  • If you on the other hand launch account card report by clicking the Account card button in the journal entry line of the general ledger, then data about the account and subject from posting line  in which you launched the report will be used as criteria. If you want to use the saved criteria for the report, you do this by selecting Form Settings from the context menu and then selecting also the name of the saved template used for report of account card (in this case Test).


 

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