Difference between revisions of "Journal Template Entry"

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(Created page with "=='''Overview of FW10T'''== Category:FundWriter")
 
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=='''Overview of FW10T'''==
 
=='''Overview of FW10T'''==
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Journal Templates allow you to configure documents that you use on a regular basis. You can then use these templates to create general or recurring journal entries. To create a journal template:
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* From the DDI Connect main menu, double-click FundWriter
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* Double-click Journal Template Entry. You will see a screen similar to this one:
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[[File:Journal Template Entry 1.png]]
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===Create a new template===
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To create a new journal template, click New and select Create a new template:
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[[File:Journal Template Entry 2.png]]
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You will now see this screen:
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[[File:Journal Template Entry 3.png]]
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Enter the template number you wish to use, or leave the field blank to use the next available template number. Click OK. You will now see this screen:
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[[File:Journal Template Entry 4.png]]
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====Document Setup Tab====
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The following fields are available on this screen:
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Memo''' || If you wish to enter a brief memo on this template, you can do so here
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|-
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| '''Amount''' || Enter the total document amount
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|}
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When you have finished entering the information, click the Line Items button or the Line Items tab
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====Line Items Tab====
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When you click Line Items, you will see this screen:
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[[File:Journal Template Entry 5.png]]
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To begin adding line items, click the Add button on the toolbar. The fields now become available for editing:
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[[File:Journal Template Entry 6.png]]
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[[Category:FundWriter]]
 
[[Category:FundWriter]]

Revision as of 18:35, 18 June 2012


Overview of FW10T

Journal Templates allow you to configure documents that you use on a regular basis. You can then use these templates to create general or recurring journal entries. To create a journal template:


  • From the DDI Connect main menu, double-click FundWriter
  • Double-click Journal Template Entry. You will see a screen similar to this one:


Journal Template Entry 1.png


Create a new template

To create a new journal template, click New and select Create a new template:


File:Journal Template Entry 2.png


You will now see this screen:


Journal Template Entry 3.png


Enter the template number you wish to use, or leave the field blank to use the next available template number. Click OK. You will now see this screen:


Journal Template Entry 4.png


Document Setup Tab

The following fields are available on this screen:


Field Description
Memo If you wish to enter a brief memo on this template, you can do so here
Amount Enter the total document amount


When you have finished entering the information, click the Line Items button or the Line Items tab


Line Items Tab

When you click Line Items, you will see this screen:


Journal Template Entry 5.png


To begin adding line items, click the Add button on the toolbar. The fields now become available for editing:


Journal Template Entry 6.png

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