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  3. 6. Verify accounting templates

How to verify that your accounting rules and templates are correct

Verify Accounting Templates

After creating a template and linking it to a position, it is good to verify that the rules appear correctly.

By entering the position where you have applied a template, you get a preview. Go to Portfolio, select your position, and click on Accounting in the list of options on the left.

The image below is an example of the preview:

Skärmavbild 2024-01-04 kl. 11.17.26