Download Templates

Caroline Buckland Updated by Caroline Buckland

Did you know you can download to a template? Have a look at the below.

To setup the template, follow the instructions below.

The balances template can be used in the following screens.

Profit and Loss

Balance Sheet

It can be used on the Account Details screen, but not recommend due to the flexibility of the enquiry.

The excel sheet must have the first tab name of E5_CTRLD_CMDS

The second sheet is where the data will be applied E5_CTRLD_OUTPUT

 

Each cell you require to download needs to be individually coded.

The format is as follows.

e5.cell(2,4)         where 2,4 represents Row and Column

In this instance the value returned would be 2750,100.00

To action the download, access the enquiry screen.

General Ledger>GL Enquiries>Balance Sheet or Profit and Loss

Make and entry in the selection window and select Search, select the download icon.

Select Open using Excel Spreadsheet option and then use the Choose file button to locate the template.

Once the template is loaded, select the Download butotn the zip file can be found in your download directory.

Was this article useful?

Prevent user posting to specific balance classes

Out of office

Contact